SCM7 DP Config Guide

SAP SCM 7.01

August 2011

English

SAP SCM Demand Planning Configuration(Y94)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany

Building Block Configuration Guide

SAP Best Practices SAP SCM Demand Planning Configuration (Y94): Configuration Guide

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Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.

Cross-references to other documentation.

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Content1 Purpose............................................................................................................................. 6

2 Preparation........................................................................................................................ 6

2.1 Prerequisites............................................................................................................6

3 Configuration.....................................................................................................................6

3.1 Setting up Demand Planning...................................................................................6

3.1.1 Creating the Storage Bucket Profile....................................................................6

3.1.2 Creating the Time Bucket Profile.........................................................................7

3.1.3 Creating the Planning Object Structure...............................................................7

3.1.4 Creating the Planning Area.................................................................................8

3.1.5 Creating the Forecast Profile.............................................................................11

3.1.6 Creating the Diagnosis Group...........................................................................13

3.1.7 Maintaining Characteristic Values.....................................................................13

3.1.8 Initializing the Planning Area.............................................................................14

3.2 Creating the Planning Book and Data View...........................................................15

3.2.1 Planning Book – Mass Processing....................................................................15

3.2.2 Planning Book – Central Planner......................................................................20

3.2.3 Planning Book – Local Planner.........................................................................24

3.2.4 Defining Planning Book – Set Rows to Output Only..........................................26

3.2.5 Creating Selection Profiles for the Planning Book.............................................27

3.3 Setting up Macros..................................................................................................28

3.3.1 Setup Macros for Planning Book YDP_PB_MASS_JOB and Data View YDP_DV_DATAPRE.......................................................................................................28

3.3.2 Setup Macros for Planning Book YDP_PB_MASS_JOB and Data View YDP_DV_FCST...............................................................................................................30

3.3.3 Set up Macros for Planning Book YDP_PB_MASS_JOB and Data View YDP_DV_MACRO...........................................................................................................34

3.3.4 Setup Macros for Planning Book YDP_PB_MASS_JOB and Data View YDP_DV_RELEASE........................................................................................................38

3.3.5 Setup Macros for Planning Book YDP_PB_CENTRAL_PLAN and Data View YDP_DV_HS_ADJ...........................................................................................................39

3.3.6 Set up Macros for Planning Book YDP_PB_CENTRAL_PLAN and Data View YDP_DV_FC_REV..........................................................................................................44

3.3.7 Set up Macros for Planning Book YDP_PB_LOCAL_PLAN and Data View YDP_DV_LOC_ADJ........................................................................................................62

3.4 Setting up the Process Chain................................................................................71

3.4.1 Process Chain – Data Preparation....................................................................71

3.4.2 Process Chain – Data Load and Preparation from ECC....................................79

3.4.3 Process Chain – Data Load and Preparation from Flat File..............................81

3.4.4 Process Chain – Forecast.................................................................................82

3.4.5 Process Chain – Consolidate............................................................................86

3.4.6 Process Chain – Release Demand Plan to SAP ECC.......................................88

3.4.7 Process Chain – Release Demand Plan to APO-SNP......................................92

3.4.8 Process Chain – Backup Historical Data Correction..........................................95

3.4.9 Process Chain – Backup Forecasting..............................................................100

3.4.10 Process Chain – Daily Backup Manual Changes............................................106

3.4.11 Grouping Process Chain.................................................................................111

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3.5 Setting up Alert Profile (Optional)........................................................................112

3.5.1 Set Up Application-Specific Alert Profiles - APO Forecast Alert Profiles.........112

3.5.2 Set Up Application-Specific Alert Profiles - APO Supply & Demand Planning Alert Profiles..................................................................................................................114

3.5.3 Set Up Overall Alert Profiles............................................................................115

3.5.4 Assign Planners to Alert Profiles (Optional).....................................................116

3.6 Setting up Roles and Authorizations....................................................................116

3.6.1 Role Overview.................................................................................................117

3.6.2 BI Authorization in Demand Planning..............................................................118

3.6.3 Authorization Role and Profile Generation......................................................120

3.6.4 Creating SAP SCM Users and Assign Proper Roles.......................................126

3.6.5 Assigning User to Planning Book....................................................................127

3.7 Setting up Chart Engine (Optional)......................................................................128

3.7.1 Maintaining User Setting.................................................................................128

3.7.2 Maintaining Chart Setting................................................................................128

3.7.3 Central Maintaining and Copying Chart Customizing......................................129

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SAP SCM Demand Planning Configuration

1 PurposeThe purpose of this document is to describe the general configuration steps required to manually set up the configuration within the system landscape that has already been installed using the corresponding installation or configuration guides for installation.

This document supplements the existing Customizing documentation in the Implementation Guide (IMG) and provides additional information where required.

2 Preparation

2.1 PrerequisitesBefore you start working on this scenario, you must have implemented the prerequisite building blocks. For more information, see the Building Block Prerequisites Matrix for SAP Demand Planning Analytics rapid-deployment solution. You will find this document in the content library, attached to the roadmap.

3 ConfigurationThe following section describes the complete settings for this building block. These settings can be divided into three main groups:

Prerequisite settings that have to be checked and which were delivered by SAP (as part of the standard delivery)

The term Check refers to these prerequisite settings.

Settings defined by the customer (in the customer namespace and customer-specific):

The system uses automation to request individual customer settings during the personalization process. These settings can be initial or reused from existing SAP ERP layers and are indicated in the text by <your value>.

Additional settings that need to be made, covered either by automation or manual configuration (in the customer namespace)

The term Create refers to these additional settings in the text.

3.1 Setting up Demand Planning

3.1.1 Creating the Storage Bucket Profile

UseA storage buckets profile defines the time buckets in which data based on a given planning area is saved in Demand Planning or Supply Network Planning. You need a storage bucket profile before you can create a planning area. You need to define a storage bucket profile before you can create a planning area.

Procedure1. Access the activity, use one of the following navigation options:

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Transaction code /SAPAPO/TR32

SAP SCM Menu Demand Planning ® Environment ® Current settings ® Periodicities for Planning Area

2. The screen Maintain Periodicity is displayed. Enter the following values:

Field name User action and values Comment

Stor. buck. prof YDP_SBP_MO

Month

Year

Start date 01.01.2010 Example, maintain according to customer requirements

End date 31.12.2013 Example, maintain according to customer requirements

You select periodicities in which you want to save data and specify a default horizon for which you want to create a time series. For example, besides monthly, you can choose weekly time bucket here according to your own planning requirement. You set the actual horizon when you create the time series of the planning area for the version.

3. Choose Save. The storage bucket profile is created.

3.1.2 Creating the Time Bucket Profile

UseTime bucket profiles define the historical or future time horizon for Demand Planning or Supply Network Planning, specifically which time buckets are used for planning, how many periods of each time bucket are used and the sequence in which the time buckets appear in the planning table.


Transaction code /SAPAPO/TR30

SAP SCM Menu Demand Planning ® Environment ® Current settings ® Maintain Time Buckets profile for Demand Planning and Supply Network Planning

2. Define the following profiles:


Time buckets prfl ID YDP_MON24 The horizon spans 24 months.

Description 24 Months

3. In the Time Buckets Prof. Details Section, enter the following value and choose Enter:

Number Basic periodicity Periv2 Display periodicity

24 M

M

4. Choose Save. The time bucket profile is created.

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3.1.3 Creating the Planning Object Structure

UseThe planning object structure is the structure to be used for the planning area which forms the basis on which a demand planning cycle can be executed according to the characteristics which have been created earlier.


Transaction Code /SAPAPO/MSDP_ADMIN

SAP SCM Menu Advanced Planning and Optimization à Demand Planning à Environment à /SAPAPO/MSDP_ADMIN - Administration of Demand Planning and Supply Network Planning

2. Choose Planning Area and select Planning Object Structures.

3. Right-click the Plng Object Structures folder and choose Create Planning Object Structures. Enter the ID of your master planning object structure: for example, YDP_POS. then choose Enter.

4. On the S&DP Administration - Configure Planning Object Structure screen, enter the description in the text field. SNP-possible, SNP scheduling, Char.-based forecasting and DP BOMs relevant are not used.

5. Transfer the following Characteristic from the right part (Copy Fr.) to the left part (Planning Obj. Struct.) of the screen:

Characteristic Description

ZY93_BC01 Product

ZY93_BC02 Product Line

ZY93_BC03 Location

ZY93_BC04 Customer

ZY93_BC05 Region

ZY93_BC06 Sales Organization

By selecting the info objects the navigation attribute is chose automatically

6. Choose Activate, then choose Save. The master planning object structure is created.

If you get the error message Error during SID assignment for characteristic

0REQUID (current value 2), follow the instruction in the SAP Notes 615389.

3.1.4 Creating the Planning Area

Use

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A planning area is the central data structure of Demand Planning. It groups together the parameters that define the scope of planning activities. It also determines where and how the planning results are saved in liveCache.

ProcedureAccess the activity, use one of the following navigation options:


SAP SCM Menu Advanced Planning and Optimization à Demand Planning à Environment à /SAPAPO/MSDP_ADMIN - Administration of Demand Planning and Supply Network Planning

1. Right-click the Planning areas folder and choose Create planning area. In the dialog box Create Planning Area, enter the following data:


Planning area YDP_PA Your planning area

Master plg object structure YDP_POSYour master planning object structure

Stor. bckts prfl YDP_SBP_MO Your storage bucket profile

Unit of measure EA Your unit of measure

Statistics currency EUR Optional

Exch.rate type M Optional

If you want to change settings of an existing planning area, you need to deinitialize the active planning area.

3. Choose Enter.

4. In the Change Planning Area window, choose the Key figs tab page and transfer the required Key figs from the right part (Copy Fr.) to the left part (Planning Area) of the screen.

Key figure Description

ZY93_BK01 Sales Quantity 1

ZY93_BK04 Hist. Sales Corr.

ZY93_BK05 Hist. Sales Override

ZY93_BK06 Corrected Sales Hist

ZY93_BK07 Statistical Forecast

ZY93_BK08 Manual Forecast

ZY93_BK09 Additional demand

ZY93_BK10 Local Fcst. Adj.

ZY93_BK11 Central Fcst. Adj

ZY93_BK12 Demand Plan

ZY93_BK91 Hist Sales w/o add.

ZY93_BK92 Additional KF 2

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5. On the Key Figs tab page, choose button Details. Maintain the fields as follows:

Key figure Description Zero allowed

Ty. Fixable Zero

ZY93_BK05 Hist. Sales Override X

ZY93_BK06 Corrected Sales Hist X

ZY93_BK07 Statistical Forecast X

ZY93_BK08 Manual Forecast X Fixable Key Figure X

ZY93_BK10 Local Fcst. Adj. X Fixable Key Figure X

ZY93_BK11 Central Fcst. Adj. X Fixable Key Figure X

ZY93_BK91 Hist Sales w/o add. X

ZY93_BK09 Additional demand X

ZY93_BK12 Demand Plan X

Only the column Ty. has been chosen as Fixable Key Figure, the Fixable Zero field can be selected. Otherwise, the field is gray.

6. Choose the Key Figure Aggregtn tab page, set the Calculation type and disaggregation key figures. Make the following entries:

Key figure Description Calc type Disag. Key Fig.

ZY93_BK01 Sales Quantity 1 P APODPDANT

ZY93_BK04 Hist. Sales Corr. P ZY93_BK01

ZY93_BK05 Hist. Sales Override P APODPDANT

ZY93_BK06 Corrected Sales Hist P APODPDANT

ZY93_BK07 Statistical Forecast P APODPDANT

ZY93_BK08 Manual Forecast P ZY93_BK07

ZY93_BK09 Additional demand P APODPDANT

ZY93_BK10 Local Fcst. Adj. P ZY93_BK07

ZY93_BK11 Central Fcst. Adj P ZY93_BK07

ZY93_BK12 Demand Plan P APODPDANT

ZY93_BK91 Hist Sales w/o add. P APODPDANT

ZY93_BK92 Additional KF2 S




7. To use the locking logic in conjunction with the macros used for the planning cycle for local and central planner, settings need to be maintained on the locking logic tab page.

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Description Parameter

Activate live cache lock √

Key-figure specific lock √

Do not lock read only key-figures √

8. Choose Save and return to the planning areas overview list.

3.1.5 Creating the Forecast Profile

UseTo run a forecast, a profile needs to be set up. This contains a reference to the key figure corrected historical on which a forecast can be generated and a target key figure where the forecast results can written to. In this configuration guide an automatic forecasting model will be chosen based upon the historical data.

Procedure1. To Access the activity, use one of the following navigation option:

Transaction code /SAPAPO/MC96B

SAP SCM Menu Advanced Planning Optimization ® Demand Planning ® Environment ® Maintain Forecast Profiles

2. On the Maintain Forecast Profile screen, choose the Master prfl. tab page and make the following entries:


Basic Settings

Planning area YDP_PA Your planning area

Master prflYDP_MFP

Your master forecast profile name

Description Master profile Your profile description

Forecast key figureZY93_BK07

The key figure used to keep statistic forecast result

Additional Settings

Period indicator M Months

Forecast Horizon

Periods24

Define a time period for your forecast horizon

History Horizon

Periods24

Define a time period for your history horizon

Model Selection

Univariate forecast √ select checkbox for univariate

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forecast

Univariate forecast profile

YDP_UFP

3. Choose Enter. If the information window with the information the profile does not exist is displayed, ignore by choosing Enter.

4. Choose the Univariate prfl tab page and enter the following values:


Basic Settings

Text UNIVARIATE, WITH AUTO SELECTION

Read historical data

Key figure ZY93_BK06 Corrected Sales History as base data for forecast

Version 001

Model parameters

Forecast strategy 56 Forecast with automatic model selection 2

Alpha 0.35

Beta 0.35

Gamma 0.35

Sigma 1.25

Periods 12 Then choose Enter

Error Measure MAD

Alpha Start Value 0.15

Alpha End Value 0.35

Alpha Increment 0.1

Beta Start Value 0.15

Beta End Value 0.35

Beta Increment 0.1

Gamma Start Value 0.15

Gamma End Value 0.35

Gamma Increment 0.1

Control parameters

Outlier Correction None

Forecast Errors

MAD

MSE

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RMSE

MAPE

MPE

Error total

Regarding the parameters mentioned in the table above, (that is, Alpha, Beta), here we use dot as decimal point. If you are using comma as decimal point, please replace the dot with comma in the table above, to make sure the input can be accepted by the system.

5. Choose Save single profile, and then choose Adopt. The Univariate profile has been assigned to the master profile.

6. Choose the Mater Prfl. tab page, choose Save. The master forecast profile has been created.

3.1.6 Creating the Diagnosis Group

UseThe diagnosis group contains the threshold values, which trigger an alert when they are exceeded.

Procedure1. To Access the activity, use one of the following navigation option:

Transaction code /SAPAPO/MC96B

SAP SCM Menu Demand Planning ® Environment ® Maintain Forecast Profiles

2. Input YDP_PA in Planning Area the field, on the Master Prfl. Tab page.

3. Choose the Univariate Profil. tab page, select your Univariate Profile by input help.

4. Then choose Maintain diagnos. Group in the Model Parameters section.

5. In the dialog box Maintain Diagnosis group, maintain the value as follows:


Group name

Group name YDP_DG1 Your diagnosis group name

Group Parameters

MAD upper limit 10 Your parameter

MAPE upper limit 30 Your parameter

You can choose the parameters according to your business requirements.

6. Choose Save Group to save the diagnosis group.

7. On the same screen, choose Adopt values. The defined Diagnosis Group has been assigned to the Univariate Profile.

8. On the Univariate Forecast Profile screen, choose Save Single Profile.

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3.1.7 Maintaining Characteristic Values

UseThe purpose of this activity is to determine the master data on which you want to create the demand pans, a necessary prerequisite of demand planning.


Transaction Code /SAPAPO/MC62

SAP SCM Menu Advanced Planning and Optimization ® Master Data ® Application Specific Master data ® Demand Planning ® Maintain Characteristic Values

2. On the Maintain Planning-Relevant characteristic combinations view, enter the following data:

Field Name User Action and Values Note

Master Planning Object Structure

YDP_POS

3. In the Maintain Characteristic Combinations section, choose Create Characteristic Combination.

4. On the Create Characteristic Combinations screen, create the following entries:

Field Name Entry Value

Create Characteristic Combinations

Generate Immedtly X

Data Source

Load Data From: InfoProvider

InfoProvider ZY93_IC01

Data from For example, Current date – two years

To For example, Current date

Action Selection

Results Log X

5. Choose Execute.

ResultYou have generated the master data for demand planning. You can check the characteristics combination you have just generated by using the Display characteristics combinations option in the Maintain Planning-Relevant characteristic combinations view.

3.1.8 Initializing the Planning Area

UseThe purpose of this activity is to initialize the planning area and to create time series objects.

Procedure

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1. Access the activity using the following navigation options:


SAP SCM Menu Advanced Planning and Optimization ® Demand Planning ® Environment ® Administration of Demand Planning and Supply Network Planning

2. Right-click the planning area you created (for example, YDP_PA).

3. Choose Create Time Series Objects.

4. Enter the following data :

Field Name User Action and Values Notes

Plng Version 001

Start Date For example, current date – two year

End Date For example, current date + two years

5. Choose Execute.

6. If an Information dialog box appears, choose Continue (Enter).

7. Go back.

ResultThe planning area YDP_PA has been successfully initialized.

3.2 Creating the Planning Book and Data View

UseA planning book defines the content and layout of the interactive planning screen. You use planning books in Demand Planning and Supply Network Planning. They allow you to design the screen to suit individual planning tasks. A planning book is based on a planning area.

You create one or more data views for the planning book. You need at least one view in order to use the planning book.

In Configuration, you can assign planning books and data views to users; you can also define whether or not a user is able To access other planning books and data views. Typically, a view is used by one demand planner or by a group of demand planners with a common business goal. In the data view you specify the planning horizon, which means that planning horizons can be user-specific. You can create several user-specific data views in a planning book based on the same data.

Here we will create three Planning Books each with one or multiple data views for different planning activities.

3.2.1 Planning Book – Mass Processing

UseThis planning book is used for system background job, which can be scheduled to run during non-working period, for example during night. It includes 4 data views. To create planning book execute the following steps:

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Transaction code /SAPAPO/SDP8B

SAP SCM Menu Advanced Planning and Optimization ® Demand Planning ® Environment ® Current settings ® Design Planning Books

2. On the SDP: Interactive Planning – Initial Screen screen, check the radio button for Planning Book, then enter the following data:


Planning Book YDP_PB_MASS_JOB Your planning book name

Then choose Create.

3. In the Planning Book Wizard dialog box, make the following entries:


Planning Book text Planning book for mass job Your planning book description

Planning area YDP_PA Your planning area name

4. Choose Enter. And continue to enter the following data:

Field name User action and values

Comment

Include standard functions

Manual Proportion Maintenance

X

Navigate to views

Univariate forecast X

5. Choose Continue to go to the Key Figures tab page.

6. On the Key Figures tab page, assign the following key figures from Planning Area at the right side to Planning Book at the left side via drag and drop or choose Add all new Key Figures to add all key figures:



ZY93_BK04 Hist. Sales Corr.

ZY93_BK05 Hist. Sales Override

ZY93_BK06 Corrected Sales Hist







ZY93_BK91 Hist Sales w/o add.

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The Proportional factor APODPDANT key figure is automatically added to your planning area when you create the planning area. You do not have to add this key figure yourself and assign it to the planning book in this step. When you create the respective view, this key figure will be automatically there for your selection.

7. Choose Continue to go to the Characteristics tab page.

8. On the Characteristics tab page, assign the following characteristics from the Planning Area at the right side to the Planning Book at the left side via drag and drop:

The characteristic 9AVERSION (APO Planning Version) is automatically created in the planning book.

9. Choose Continue to go to the Data View tab page to create data views for this planning book.

3.2.1.1Data View - YDP_DV_DATAPRE

UseThis data view is used to calculate the key figure Historical Sales without additional demand by subtracting Additional demand from Sales Quantity 1, the key figure Historical sales without additional demand will then be used as the base for statistical forecast run.

Procedure1. Go to the Data View tab page and enter the following values:


Data View YDP_DV_DATAPRE

Data view Descr. DATA PREPARATION

Status 3 Changeable

Period Information

TB Profile ID (Future)

YDP_MON24 24 months in future, your time bucket profile.

TB Profile ID (History)

YDP_MON24 24 months in history, your time bucket profile.

Visible / from 01.05.2009 (first period) choose enter if the field is not

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ZY93_BC01 Product


ZY93_BC03 Location

ZY93_BC04 Customer

ZY93_BC05 Region


ZY93_BC08 Customer classification

ZY93_BC09 Area


editable

Input / from 01.05.2009 (first period) choose enter if the field is not editable

Title

Table 1 DP_DV_DATAPRE

Unit Column

Unit column Unit of measure visible

2. Choose Continue to go to the Key figures tab page and assign the following key figures from the Planning Book area at right side to the Data View area at the left side via drag and drop:

Key Figures Description

ZY93_BK01 Sales quantity


ZY93_BK91 Sales quantity without additional demand

You can use the up and down pushbuttons to move key figure up and down to change the key figure display sequence in the data view.

3. Click complete.

3.2.1.2Data View - YDP_DV_FORECASTING

UseThis data view is used to determine the statistical forecast based upon the historical sales without additional demand key figure.



Data View YDP_DV_FORECAST

Data view Descr. FORECASTING

Status 3 Changeable

Period Information





Visible / from 01.05.2009 (first period) choose enter if the field is not editable


Title

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Title 1stGridI DPA_DV_FORECASTING

Unit Column


2. Choose Continue to go to the Key figures tab page and assign the following key figures from the planning book area at right side to the data view area at the left side via drag and drop:


ZY93_BK91 Historical Sales without additional demand

ZY93_BK04 Historical Sales Correction

ZY93_BK05 Historical Sales Override

ZY93_BK06 Corrected Sales History




3. Choose complete.

3.2.1.3Data View - YDP_DV_MACRO

UseThis data view is used to consolidate all input to get the final demand plan which can be released to ECC or SNP for further planning.



Data View YDP_DV_MACRO

Data view Descr. MACRO

Status 3 Changeable

Period Information







Title

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Title 1stGridI DPA_DV_MACRO

Unit Column


2. Choose continue to go to the Key figures tab page and assign the following key figures from the planning book area at right side to the data view area at the left side via Drag and drop:




ZY93_BK10 Local Planners Forecast Adjustment


ZY93_BK11 Central Planners Forecast Adjustment



3. Choose complete.

3.2.1.4Data View - YDP_DV_RELEASE

UseThis data view is used to transfer the final demand plan key figure for the release to SCM or ECC.



Data View YDP_DV_RELEASE

Data View Descr. RELEASE DEMAND PLAN

Status 3 Changeable

Period Information



Title

Title 1stGridI DPA_DV_RELEASE

Unit Column


4. Choose continue to go to the Key figures tab page and assign the following key figures from the planning book area at right side to the data view area at the left side via drag and drop:

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5. Choose complete.

3.2.2 Planning Book – Central Planner

UseA separate planning book for the central planner is defined with 2 data views. One for reviewing and correcting historical sales data and another for adjusting forecast data centrally.



SAP SCM Menu Advanced Planning and Optimization ® Demand Planning ® Environment ® Current settings ® Design Planning Books

2. In the SDP: Interactive Planning – Initial Screen window, check the radio button for Planning Book, then enter the following data:


Planning Book YDP_PB_CENTRAL_PLAN Your planning book name

Then choose Create.

3. The dialog box Planning Book Wizard is displayed. Enter the following data:


Planning Book text Planning book for central planner

Your planning book description


4. Choose enter.

5. In the Planning Book Wizard, enter the following data:


Comment



X

Navigate to views


6. Choose Continue to go to Key figures tab page.

7. On the Key figures tab page, assign the following key figures from planning area to planning book via drag and drop:



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The Proportional factor APODPDANT key figure is automatically added to your planning area when you create the planning area. You do not have to add this key figure yourself and assign it to the planning book in this step. When you create the respective view, this key figure will be automatically there for your selection.

10. Choose Continue to go to Characteristics tab page.

11. On the Characteristics tab page, assign the following characteristics from the planning area to the planning book via drag and drop:


3.2.2.1Data View - YDP_DV_HS_ADJ

UseThis data view in the planning book Central Planner is used to review and to maintain the historical sales data key figures.



Data View YDP_DV_HS_ADJ

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ZY93_BC01 Product


ZY93_BC03 Location

ZY93_BC04 Customer

ZY93_BC05 Region



ZY93_BC09 Area


Data view Descr. HISTORICAL DATA ADJUSTMENT

Status 3 Changeable

Period Information







Title

Table 1 DPA_DV_HS_ADJ

Unit Column










3. Choose complete.

3.2.2.2Data View - YDP_DV_FC_REV

UseThis data view is used to review the statistical forecast key figure and maintain the manual forecast key figures.



Data View YDP_DV_FC_REV

Data view Descr. FORECAST REVIEW

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Status 3 Changeable

Period Information





Visible / from 01.05.2009 (first period)

Input / from 01.05.2009 (first period)

Title

Title 1stGridI DPA_DV_FC_REV

Unit Column












3. Choose Complete.

3.2.3 Planning Book – Local Planner

UseA separate planning book for the local planner is defined with 1 data view for reviewing and adjusting local forecast data.



SAP SCM Menu Advanced Planning and Optimization ® Demand Planning ® Environment ® Current settings ® Design

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Planning Books

2. In the SDP: Interactive Planning – Initial Screen window, check the radio button for Planning Book, then enter the following data:


Planning Book YDP_PB_LOCAL_PLAN Your planning book name

3. Choose Create.

4. In the Planning Book Wizard dialog box, make the following entries:


Planning Book text Planning book for local planner

Your planning book description


5. Choose Enter.

6. In the Planning Book Wizard, continue to enter the following data:


Comment



X

Navigate to views


7. Choose Continue to go to Key figures tab page.

8. On the Key figures tab page, assign the following key figures from planning area to planning book via drag and drop:








The Proportional factor APODPDANT key figure is automatically added to your planning area when you create the planning area. You do not have to add this key figure yourself and assign it to the planning book in this step. When you create the respective view, this key figure is automatically there for your selection.

9. Choose Continue to go to Characteristics tab page.

10. On the Characteristics tab page, assign the following characteristics from the planning area to the planning book via drag and drop:

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3.2.3.1Data View - YDP_DV_LOC_ADJ

UseThis data view is used to review and to maintain the local forecast adjustment and additional demand key figures.



Data View YDP_DV_LOC_ADJ

Data view Descr. FORECAST LOCAL ADJUSTMENT

Status 3 Changeable

Period Information



Title

Table 1 DPA_DV_LOC_ADJ

Unit Column


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ZY93_BC01 Product


ZY93_BC03 Location

ZY93_BC04 Customer

ZY93_BC05 Region



ZY93_BC09 Area











3. Choose Complete

3.2.4 Defining Planning Book – Set Rows to Output Only1. Access the activity, use one of the following navigation options:

Transaction Code /SAPAPO/SDP8B

SAP SCM Menu Advanced Planning and Optimization ® Demand Planning ® Environment ® Current Settings ® Define Planning Book

2. On the SDP: Interactive Planning – Initial Screen screen, choose the planning book YDP_CENTRAL_PLAN and data view YDP_DV_HS_ADJ, choose combo Data View, and then choose Change.

3. Select the row Sales Quantity 1, then right-click, and choose Select rows ® Output only.

4. Repeat the same change to other rows as following table:

Planning Book Data View Output Only Rows

YDP_PB_CENTRAL_PLAN

YDP_DV_HS_ADJSales Quantity 1

Historical Sales without additional demand

YDP_DV_FC_REV

Sales Quantity 1


Statistical Forecast

Additional Demand

Local Planner Forecast Adjustment

YDP_PB_LOCAL_PLAN YDP_DV_LOC_ADJ

Statistical Forecast

Manual Forecast

Central Planner Forecast Adjustment

5. When you have finished all the rows in each data view, choose Save.

6. On the Confirmation prompt screen, choose Save and go back.

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3.2.5 Creating Selection Profiles for the Planning Book

UseFor your planning process, you need to make a selection that restricts the range of products and locations. To do this, you create one or more selection profiles. The demand planner uses the selection profile to quickly access frequently used selections.

Here we will create one selection profile for mass process job, 3 profiles for Interactive Planning by each local planner, another 1 profile for Interactive Planning by central planner.

PrerequisitesYou need to have initialized the planning version 001 for your planning area.

Procedure

1. To access the planning book choose one of the following navigation options:

Transaction code /SAPAPO/SDP94

SAP SCM menu Advanced Planning and Optimization ® Demand Planning ® Planning ® Interactive Demand Planning

2. On the Planning Book screen, choose one Planning Book and Data View, in the third window from above on the left side. If the No valid version exists for planning area '9ADP0 Do you want to initialize a planning version? dialog box is displayed, choose No in the Initialize planning version?

3. Choose Data View.

4. Choose Selection window in the left screen area. The Object Selection dialog box is displayed.

5. From the possible entries list in the Show field, select Product.

6. The planning version 001 is automatically assigned in the field to the right of the APO Planning Version field.

7. In the second row, restrict the range of products by specifying only those products that you actually need for your planning task. To do this, select Product and choose Multiple Selection for Object. On the Select Single Values tab page, enter the following products with extensions, for example:

L*

S*

……

8. In the third row, restrict the range of products by specifying only those areas that you actually need for your planning task. To do this, select Area and choose Multiple Selection for Object. On the Select Single Values tab page, enter the following products with extensions, for example:

AME

APJ

EU

9. In the Objects Selection dialog box, choose Save selection.

10. Enter YDP_MP_ALL_PROD_LOC as the selection description, and choose Save.

11. Choose Adopt.

12. To store the saved selection in your selection profile, choose Maintain selection profile in the second window from above in left screen area. In the Maintain Selection Profiles for

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Users dialog box, use drag and drop to transfer the saved selection from the right area to your selection profile on the left.

13. Choose Save and Copy.

14. To display objects that belong to a selection profile, choose the selection. The system displays the objects in the upper left screen area.

15. Repeat the steps 2 - 14 to create the other selection profiles, according to the following table:

Selection Description Area (for step 8)

YDP_IP_CENTRAL_ALL AME, APJ, EU

YDP_IP_LOC_AME AME

YDP_IP_LOC_APJ APJ

YDP_IP_LOC_EU EU

ResultAll selection profiles have been created.

3.3 Setting up Macros

3.3.1 Setup Macros for Planning Book YDP_PB_MASS_JOB and Data View YDP_DV_DATAPRE


SAP SCM menu Advanced Planning and Optimization à Demand Planning à Environment à Current settings à Macro Workbench

Transaction code /SAPAPO/ADVM

2. Choose the row of the planning book: YDP_PB_MASS_JOB and data view YPD_DV_DATAPRE

3.3.1.1 Macro: Calc. Hist. Sales without add. demand

UseCalculate the key figure Historical Sales without additional demand by subtracting Additional demand from Sales Quantity 1

Procedure

When you create the macros, follow the instructions below. Be very careful if you copy something directly from this document into the Macro Workbench, some of the symbol formats are changed when saved in Microsoft Word. For example, - becomes － in some cases. Check carefully in the Macro Workbench.

1. Right-click the node Macros in Macro Book below the planning table and choose Create New Macro ® Add macro. In the APO Macro Builder dialog box, enter a descriptive text for the macro, Calc. Hist. Sales without add. demand. Choose Continue.

2. Right-click the macro and choose Add macro Element ® Step.

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In the APO Macro Builder dialog box, in the descriptive text section, enter a name for the macro step, for example, First Step, then choose Past in Processing Area, and choose Continue.

3. Right-click the macro step and choose Add Element (Result Level) à Add results row.

In the APO Macro Builder dialog box, choose Historical Sales without additional demand in the Row field. Choose Adopt.

4. Right-click the operator/function you have just created and choose Add Element (Argument Level) à Planning Table Element à Add argument row. In the APO Macro Builder dialog box, choose Sales Quantity 1 in the Row field, and choose Continue.

5. Right-click the result row you have just created and choose Add Element (Argument Level) à Append Operator/Function. In the APO Macro Builder dialog box, choose “-“, and choose Continue.

6. Right-click the operator/function you have just created and choose Add Element (Argument Level) à Planning Table Element à Append argument row. In the APO Macro Builder dialog box, choose Additional demand in the Row field, and choose Continue.

7. Select the macro and choose Check to check it. Generate the macro by choosing Generate.

8. Move the macro by using drag and drop to the Events section and to the Start folder in the upper right screen area.

9. If you want to continue with the configuration, proceed with the next activity to create new macros.If you want to discontinue the configuration at this point, we recommend that you save your settings.

ResultTitle Level 1 Level 2 Level 3Calc. Hist. Sales without add. demand

New step : ( 24 Iterations : M 06.2009; M 05.2011 )Row: Historical Sales without additional demand ( Frm M 06.2009 ) =

Row: Sales Quantity 1 ( Frm M 06.2009 )-Row: Additional Demand ( Frm M 06.2009 )

The Final Events list (on the top left of Macro Workbench) for the data view YDP_DV_DATAPRE should be like this:

Event MacroDefault Level Change Start Calc. Hist. Sales without add. demand Exit

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3.3.2 Setup Macros for Planning Book YDP_PB_MASS_JOB and Data View YDP_DV_FCST




2. Choosethe row of planning book: YDP_PB_MASS_JOB and data view YPD_DV_FCST

3.3.2.1 Macro: Initial val: calc to corr hist sales

UseCalculate key figure Corrected Sales History, It equals to Historical Sales Override if this key figure is not initial, otherwise, it equals Historical Sales without additional demand minus Historical Sales Correction.

Procedure1. Right-click the macro node below the planning table and choose Create New Macro ®

Add macro. In the APO Macro Builder dialog box, enter a descriptive text for the macro, Initial val: calc to corr hist sales. Choose Continue.


In the APO Macro Builder dialog box, in the descriptive text section, enter a name for the macro step, for example, First Step, choose Past in Processing Area, and choose Continue.

3. Right-click the macro step and choose Add Element (Result Level) à Add control statement. In the APO Macro Builder dialog box, choose IF. Choose Continue.

4. Right-click the result row you have just created and choose Add Element (Result Level) à Append Condition. In the APO Macro Builder dialog box, input Description Sales override = Initial, and choose Continue.

5. Right-click the operator/function you have just created and choose Add Element (Argument Level) à Add Operator/Function. In the APO Macro Builder dialog box, choose “IS_INITIAL(“. Choose Continue.

6. Right-click the operator/function you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Append argument row. In the APO Macro Builder dialog box, choose Historical Sales Override in the Row field, and Row Attributes in Data field in the part of Data Source: Value or Row/Column Attributes. Choose Continue.

7. Right-click the argument row you have just created and choose Add Element (Argument Element) ® Append Operator/Function. In the APO Macro Builder dialog box, choose “) = 1”. Choose Continue.

8. Right-click the condition you have created in step 4 and choose Add Element (Result Level) ® Planning Table Element ® Append result row. In the APO Macro Builder dialog box choose Corrected Sales History in the Row field. Choose Adopt.

9. Right-click the result row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Add argument row. In

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the APO Macro Builder dialog box, choose Historical Sales without additional demand in the Row field. Choose Continue.

10. Right-click the operator/function you have just created and choose Add Element (Argument Element) ® Append Operator/Function. In the APO Macro Builder dialog box, choose “+”.Choose Continue.

11. Right-click the operator/function you have just created and choose Add Element (Argument Element) ® Planning Table Element ® Append argument row. In the APO Macro Builder dialog box, choose Historical Sales Correction in the Row field. Choose Continue.

12. Right-click the result row you have created in step 8 and choose Add Element (Result Level) ® Append Control Statement. In the APO Macro Builder dialog box, choose “ELSE” and choose Continue.

13. Right-click the control statement you have just created and choose Add Element (Result Level) ® Planning Table Element ® Append result row. In the APO Macro Builder dialog box choose Corrected Sales History in the Row field. Choose Adopt.

14. Right-click the result row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Append argument row. In the APO Macro Builder dialog box, choose Historical Sales Override in the Row field. Choose Continue.

15. Right-click the result row you have created in step 13 and choose Add Element (Result Level) ® Append Control Statement. In the APO Macro Builder dialog box, choose “ENDIF” and choose Continue.

16. Select the macro and choose Check to check it. Generate the macro by choosing Generate.

17. If you want to continue with the configuration, proceed with the next activity to create the next macro.If you want to discontinue the configuration at this point, we recommend that you save your settings.

ResultTitle Level 1 Level 2 Level 3Initial val: calc to corr hist sales

First Step : ( 24 Iterations : M 06.2009; M 05.2011 )IFSales override = Initial

IS_INITIAL(Row: Historical Sales Override ( Frm M 06.2009 )) = 1

Row: Corrected Sales History ( Frm M 06.2009 ) =Row: Historical Sales without additional demand ( Frm M 06.2009 )+Row: Historical Sales Correction ( Frm M 06.2009 )

ELSERow: Corrected Sales History ( Frm M 06.2009 ) =

Row: Historical Sales Override ( Frm M 06.2009 )

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3.3.2.2 Macro: Copy stat. fcst to man. fcst

UseCopy Key Figure Statistical Forecast to Manual Forecast. Key figure Statistical Forecast will not be changed any more in the future processing steps.

Procedure

1. Right-click the macro node below the planning table and choose Create New Macro ® Add macro. In the APO Macro Builder dialog box, enter a descriptive text for the macro, Copy stat. Fcst to man. fcst. Choose Continue.


In the APO Macro Builder dialog box, in the descriptive text section, enter a name for the macro step, for example, First Step, choose Future in Processing Area, and choose Continue.

3. Right-click the step row you have just created and choose Add Element (Result Level) ® Add Control Statement. In the APO Macro Builder dialog box, choose “IF” and choose Continue.

4. Right-click the control statement you have just created and choose Add Element (Result Level) à Append Condition. In the APO Macro Builder dialog box, inputs Description Manual F/C fixed, and choose Continue.

5. Right-click the condition you have just created and choose Add Element (Argument Element) ® Add Operator/Function. In the APO Macro Builder dialog box, choose “IS_FIXED(“. Choose Continue.

6. Right-click the Operator/Function you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Append argument row. In the APO Macro Builder dialog box, choose Manual Forecast in the Row field and Row Attribute in Data field. Choose Continue.


8. Right-click the condition you have created in step 4 and choose Add Element (Result Level) ® Planning Table Element ® Append result row. In the APO Macro Builder dialog box choose Manual Forecast in the Row field. Choose Adopt.

9. Right-click the result row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Add argument row. In the APO Macro Builder dialog box, choose Manual Forecast in the Row field. Choose Continue.


11. Right-click the control statement you have just created and choose Add Element (Result Level) ® Planning Table Element ® Append result row. In the APO Macro Builder dialog box choose Manual Forecast in the Row field. Choose Adopt.

12. Right-click the result row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Append argument row. In the APO Macro Builder dialog box, choose Statistical Forecast in the Row field. Choose Continue.


14. Select the macro and choose Check to check it. Choose Generate to generate the macro.

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15. Choose Save.

ResultTitle Level 1 Level 2 Level 3Copy stat. Fcst to man. fcst

First Step : ( 24 Iterations : M 06.2011; M 05.2013 )IFManual F/C fixed

IS_FIXED(Row: Manual Forecast ( Frm M 06.2011 )) = 1

Row: Manual Forecast ( Frm M 06.2011 ) =Row: Manual Forecast ( Frm M 06.2011 )

ELSERow: Manual Forecast ( Frm M 06.2011 ) =

Row: Statistical Forecast ( Frm M 06.2011 )ENDIF

The Final Events list (on the top left of Macro Workbench) for the data view YDP_DV_FCST should be like this:

Event MacroDefault Level Change StartExit

3.3.3 Set up Macros for Planning Book YDP_PB_MASS_JOB and Data View YDP_DV_MACRO




2. Choose the row of the planning book: YDP_PB_MASS_JOB and data view YPD_DV_MACRO.

3.3.3.1 Macro: Clear data for demo - starting point

UseClear all the data in the key figures of the planning area.

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This macro is only used in testing scenario. Never use it in the production system!

Procedure

1. Right-click the macro node below the planning table and choose Create New Macro ® Add macro. In the APO Macro Builder dialog box, enter a descriptive text for the macro, Clear data for demo - starting point. Choose Continue.


In the APO Macro Builder dialog box, in the descriptive text section, enter a name for the macro step, for example, First Step, choose Total in Processing Area, and choose Continue.

3. Right-click the step you have just created and choose Add Element (Result Level) ® Add result row. In the APO Macro Builder dialog box choose Local Planners Forecast Adjustment in the Row field, and choose Initialization in Change mode field. Choose Adopt.

4. Right-click the result row you have just created and choose Add Element (Result Level) ® Planning Table Element ® Append result row. In the APO Macro Builder dialog box choose Statistical forecast in the Row field, and choose Initialization in Change mode field. Choose Adopt.

5. Right-click the result row you have just created and choose Add Element (Result Level) ® Planning Table Element ® Append result row. In the APO Macro Builder dialog box choose Central Planner Forecast Adjustment in the Row field, and choose Initialization in Change mode field. Choose Adopt.

6. Right-click the result row you have just created and choose Add Element (Result Level) ® Planning Table Element ® Append result row. In the APO Macro Builder dialog box choose Additional demand in the Row field, and choose Initialization in Change mode field. Choose Adopt.

7. Right-click the result row you have just created and choose Add Element (Result Level) ® Planning Table Element ® Append result row. In the APO Macro Builder dialog box choose Demand Plan in the Row field, and choose Initialization in Change mode field. Choose Adopt.

8. Right-click the result row you have just created and choose Add Element (Result Level) ® Planning Table Element ® Append result row. In the APO Macro Builder dialog box choose Manual Forecast in the Row field, and choose Initialization in Change mode field. Choose Adopt.


10. Choose Save.

Result

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Title Level 1 Level 2 Level 3Clear data for demo - starting point

Step1: clear KF values except Hist.Sales : ( 48 Iterations : M 06.2009; M 05.2013 )Row: Statistical Forecast ( Frm M 06.2009 ) = InitialRow: Additional Demand ( Frm M 06.2009 ) = InitialRow: Local Planners Forecast Adjustment ( Frm M 06.2009 ) = InitialRow: Central Planners Forecast Adjustment ( Frm M 06.2009 ) = InitialRow: Demand Plan ( Frm M 06.2009 ) = InitialRow: Statistical Forecast ( Frm M 06.2009 ) = Initial

3.3.3.2 Macro: Copy stat. fcst to man. fcst

UseCopy Key Figure Statistical Forecast to Manual Forecast. Key figure Statistical Forecast will not be changed any more in the future processing steps.

ProcedureThe macro is exactly the same with macro in Planning Book YDP_PB_MASS_JOB, View YDP_DV_FCST, you don’t need to create the macro step by step again, but import from the view YDP_DV_FCST, just like copying.

1. Choose Menu Edit and then choose Import Macro(s)

2. Choose Macro Book YDP_PB_MASS_JOB View (YDP_DV_FCST), and choose Macro Copy stat. fcst to man. fcst. And choose Continue.

3. When a warning message appears, choose Continue or choose Enter.


5. Choose Save.

ResultTitle Level 1 Level 2 Level 3Copy stat. Fcst to man. fcst

First Step : ( 24 Iterations : M 06.2011; M 05.2013 )IFManual F/C fixed

IS_FIXED(Row: Manual Forecast ( Frm M 06.2011 )) = 1


ELSERow: Manual Forecast ( Frm M 06.2011 ) =

Row: Statistical Forecast ( Frm M 06.2011 )ENDIF

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3.3.3.3 Macro: Determine KF FORECAST ADJ.CENTRAL

UseCopy the key figure Local Planners Forecast Adjustment to Central Planner Forecast Adjustment, if Planners Forecast Adjustment is not initial and Central Planner Forecast Adjustment is initial.

Procedure

1. Right-click the macro node below the planning table and choose Create New Macro ® Add macro. In the APO Macro Builder dialog box, enter a descriptive text for the macro, Determine KF FORECAST ADJ.CENTRAL. Choose Continue.



3. Right-click the step row you have just created and choose Add Element (Result Level) ® Append Control Statement. In the APO Macro Builder dialog box, choose “IF” and choose Continue.

4. Right-click the control statement you have just created and choose Add Element (Result Level) à Append Condition. In the APO Macro Builder dialog box, input Description Central Adj. is Initial & Local Adj. is not initial, and choose Continue.

5. Right-click the condition row you have just created and choose Add Element (Argument Element) ® Add Operator/Function. In the APO Macro Builder dialog box, choose “IS_INITIAL(”. Choose Continue.

6. Right-click the Operator/Function row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Append argument row. In the APO Macro Builder dialog box, choose Central Planners Forecast Adjustment in the Row field, and Row Attributes in the Data field. Choose Continue.

7. Right-click the argument row you have just created and choose Add Element (Argument Element) ® Append Operator/Function. In the APO Macro Builder dialog box, choose “) = 1 AND IS_INITIAL(”.Choose Continue.

8. Right-click the Operator/Function row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Append argument row. In the APO Macro Builder dialog box, choose Local Planners Forecast Adjustment in the Row field, and Row Attributes in the Data field. Choose Continue.


10. Right-click the condition you have created in step 4 and choose Add Element (Result Level) ® Planning Table Element ® Append result row. In the APO Macro Builder dialog box choose Central Planners Forecast Adjustment in the Row field. Choose Adopt.

11. Right-click the result row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Add argument row. In the APO Macro Builder dialog box, choose Local Planners Forecast Adjustment in the Row field. Choose Continue.



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14. Choose Save.

ResultTitle Level 1 Level 2 Level 3Determine KF FORECAST ADJ.CENTRAL

New step : ( 24 Iterations : M 06.2011; M 05.2013 )IFCentral Adj. is Initial & Local Adj. is not initial

IS_INITIAL(Row: Central Planners Forecast Adjustment ( Frm M 06.2011 )) = 1 AND IS_INITIAL(Row: Local Planners Forecast Adjustment ( Frm M 06.2011 )) = 0

Row: Central Planners Forecast Adjustment ( Frm M 06.2011 ) =Row: Local Planners Forecast Adjustment ( Frm M 06.2011 )

ENDIF

3.3.3.4 Macro: Calc. Demand Plan

UseCalculate the key figure Demand Plan by adding the following key figures together: Manual Forecast, Central Planner Forecast Adjustment, and Additional Demand.

Procedure

1. Right-click the macro node below the planning table and choose Create New Macro ® Add macro. In the APO Macro Builder dialog box, enter a descriptive text for the macro, Calc. Demand Plan. Choose Continue.



3. Right-click the step you have just created and choose Add Element (Result Level) ® Planning Table Element ® Add result row. In the APO Macro Builder dialog box choose Demand Plan in the Row field. Choose Adopt.


5. Right-click the argument row you have just created and choose Add Element (Argument Element) ® Append Operator/Function. In the APO Macro Builder dialog box, choose “+”.Choose Continue.

6. Right-click the Operator/Function row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Append argument row. In the APO Macro Builder dialog box, choose Central Planners Forecast Adjustment in the Row field. Choose Continue.

7. Right-click the argument row you have just created and choose Add Element (Argument Element) ® Append Operator/Function. In the APO Macro Builder dialog box, choose “+”. Choose Continue.

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8. Right-click the Operator/Function row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Append argument row. In the APO Macro Builder dialog box, choose Additional demand in the Row field.


10. Choose Save.

ResultTitle Level 1 Level 2 Level 3Calc. Demand Plan

New step : ( 24 Iterations : M 06.2011; M 05.2013 )Row: Demand Plan ( Frm M 06.2011 ) =

Row: Manual Forecast ( Frm M 06.2011 )+Row: Central Planners Forecast Adjustment ( Frm M 06.2011 )+

The Final Events list (on the top left of Macro Workbench) for the data view YDP_DV_MACRO should be like this:

Event MacroDefault Level Change StartExit

3.3.4 Setup Macros for Planning Book YDP_PB_MASS_JOB and Data View YDP_DV_RELEASE

No Macro is necessary in this data view.

3.3.5 Setup Macros for Planning Book YDP_PB_CENTRAL_PLAN and Data View YDP_DV_HS_ADJ

1. Access the activity, use one of the following navigation options:



2. Choose the row of the planning book: YDP_PB_CENTRAL_PLAN and data view YPD_DV_HS_AD

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3.3.5.1 Macro: His Sale override > 30% -BG Color =RED

UseThis macro gives warning if the key figure Historical Sales Override deviates from Historical Sales without additional demand more than 30% by changing the background color of the cell to RED.


Add macro. In the APO Macro Builder dialog box, enter a descriptive text for the macro, His Sale override > 30% -BG Color =RED. Choose Continue.


In the APO Macro Builder dialog box, in the descriptive text section, enter a name for the macro step, for example, Change color if percentage > 30%, choose Past in Processing Area, and choose Continue.


4. Right-click the result row you have just created and choose Add Element (Result Level) à Append Condition. In the APO Macro Builder dialog box, input Description Is Sales override Initial, and choose Continue.

5. Right-click the result row you have just created and choose Add Element (Argument Element) ® Add Operator/Function. In the APO Macro Builder dialog box, choose “IS_INITIAL(”.Choose Continue.

6. Right-click the operator/function row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Append argument row. In the APO Macro Builder dialog box, choose Historical Sales override in the Row field and Row Attributes in Data field in the part of Data Source: Value or Row/Column Attributes. Choose Continue.


8. Right-click the condition row you have created in step 4 and choose Add Element (Result Level) ® Planning Table Element ® Append result row. In the APO Macro Builder dialog box choose Historical Sales Override in the Row field and Attribute change in Change mode field. Choose Adopt.

9. Right-click the result row you have just created and choose Add Element (Argument Element) ® Add Operator/Function. In the APO Macro Builder dialog box, choose “CELL_BG( 2 )”. Choose Continue.

10. Right-click the result row you have created in step 8 and choose Add Element (Result Level) ® Append Control Statement. In the APO Macro Builder dialog box, choose “ELSEIF” and choose Continue.

11. Right-click the control statement row you have just created and choose Add Element (Result Level) à Append Condition. In the APO Macro Builder dialog box, input Description Percentage > 30%, and choose Continue.

12. Right-click the condition row you have just created and choose Add Element (Argument Element) ® Add Operator/Function. In the APO Macro Builder dialog box, choose “ABS( (”. Choose Continue.

13. Right-click the operator/function row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Append argument row.

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In the APO Macro Builder dialog box, choose Historical Sales Override in the Row field. Choose Continue.

14. Right-click the argument row you have just created and choose Add Element (Argument Element) ® Append Operator/Function. In the APO Macro Builder dialog box, choose “/”. Choose Continue.

15. Right-click the operator/function row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Append argument row. In the APO Macro Builder dialog box, choose Historical Sales without additional demand in the Row field. Choose Continue.

16. Right-click the argument row you have just created and choose Add Element (Argument Element) ® Append Operator/Function. In the APO Macro Builder dialog box, choose “) – 1 ) * 100 > 30”. Choose Continue.

17. Right-click the condition you have created in step 11 and choose Add Element (Result Level) ® Planning Table Element ® Append result row. In the APO Macro Builder dialog box choose Historical Sales Override in the Row field and Attribute Change in Change mode field. Choose Adopt.



20. Right-click the control statement row you have just created and choose Add Element (Result Level) ® Planning Table Element ® Append result row. In the APO Macro Builder dialog box choose Historical Sales Override in the Row field and Attribute Change in Change mode field. Choose Continue.




24. Use drag and drop and move the macro to the Events section and to the Default folder in the upper right screen area.

25. Choose Save.

Result

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Title Level 1 Level 2 Level 3His Sale override > 30% -BG Color =RED

Change color if percentage > 30% : ( 24 Iterations : M 06.2009; M 05.2011 )IFIs Sales Override initial


Row: Historical Sales Override ( Attributes ) =CELL_BG( 2 )

ELSEIFPercentage > 30%

ABS( (Row: Historical Sales Override ( Frm M 06.2009 )/Row: Historical Sales without additional demand ( Frm M 06.2009 )) - 1 ) * 100> 30

Row: Historical Sales Override ( Attributes ) =CELL_BG( 26 )

ELSERow: Historical Sales Override ( Attributes ) =

CELL_BG( 2 )

3.3.5.2 Macro: Cor. Sale / HIS Sale >30% BG COL=RED

UseThis macro gives warning if the key figure Historical Sales Correction is greater than 30% of Historical Sales without additional demand by changing the background color of the cell to RED.

Procedure

1. Right-click the macro node below the planning table and choose Create New Macro ® Add macro. In the APO Macro Builder dialog box, enter a descriptive text for the macro, Cor. Sale / HIS Sale >30% BG COL=RED. Choose Continue.


In the APO Macro Builder dialog box, in the descriptive text section, enter a name for the macro step, for example, Change color if percentage > 30%, choose Past in Processing Area, and choose Continue.



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5. Right-click the condition row you have just created and choose Add Element (Argument Element) ® Add Operator/Function. In the APO Macro Builder dialog box, choose “ABS( (”.Choose Continue.

6. Right-click the operator/function row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Append argument row. In the APO Macro Builder dialog box, choose Historical Sales Correction in the Row field. Choose Continue.

7. Right-click the argument row you have just created and choose Add Element (Argument Element) ® Append Operator/Function. In the APO Macro Builder dialog box, choose “/”.Choose Continue.

8. Right-click the operator/function row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Append argument row. In the APO Macro Builder dialog box, choose Historical Sales without additional demand in the Row field. Choose Continue.

9. Right-click the argument row you have just created and choose Add Element (Argument Element) ® Append Operator/Function. In the APO Macro Builder dialog box, choose “) * 100 ) > 30”. Choose Continue.

10. Right-click the condition you have created in step 4 and choose Add Element (Result Level) ® Planning Table Element ® Append result row. In the APO Macro Builder dialog box choose Historical Sales Correction in the Row field and Attribute Change in Change mode field. Choose Adopt.



13. Right-click the control statement row you have just created and choose Add Element (Result Level) ® Planning Table Element ® Append result row. In the APO Macro Builder dialog box choose Historical Sales Correction in the Row field and Attribute Change in Change mode field. Choose Adopt.





18. Choose Save.

Result

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Title Level 1 Level 2 Level 3Cor. Sale / HIS Sale >30% BG COL=RED

Change color if percentage > 30% : ( 24 Iterations : M 06.2009; M 05.2011 )IFPercentage > 30%

ABS( (Row: Historical Sales Correction ( Frm M 06.2009 )/Row: Historical Sales without additional demand ( Frm M 06.2009 )) * 100 ) > 30

Row: Historical Sales Correction ( Attributes ) =CELL_BG( 26 )

ELSERow: Historical Sales Correction ( Attributes ) =

CELL_BG( 2 )

3.3.5.3 Macro: Initial val: calc to corr hist sales

UseCalculate the key figure Corrected Sales History, It equals to Historical Sales Override if this key figure is not initial, otherwise, it equals Historical Sales without additional demand minus Historical Sales Correction.

Procedure

The macro is exactly the same with macro in Planning Book YDP_PB_MASS_JOB, View YDP_DV_FCST. You don’t need to create the macro step by step again, but import from the view YDP_DV_FCST, just like copying.


2. Choose Macro Book YDP_PB_MASS_JOB View (YDP_DV_FCST), and choose Macro Initial val: calc to corr hist sales. And choose Continue.




6. Choose Save.

Result

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Title Level 1 Level 2 Level 3Initial val: calc to corr hist sales

First Step : ( 24 Iterations : M 06.2009; M 05.2011 )IFSales override = Initial


Row: Corrected Sales History ( Frm M 06.2009 ) =Row: Historical Sales without additional demand ( Frm M 06.2009 )+Row: Historical Sales Correction ( Frm M 06.2009 )

ELSERow: Corrected Sales History ( Frm M 06.2009 ) =

Row: Historical Sales Override ( Frm M 06.2009 )

The Final Events list (on the top left of Macro Workbench) for the data view YDP_DV_HS_ADJ should be like this:

Event MacroDefault Cor. Sale / HIS Sale >30% BG COL=RED

His Sale override > 30% -BG Color =REDInitial val: calc to corr hist sales

Level Change StartExit

3.3.6 Set up Macros for Planning Book YDP_PB_CENTRAL_PLAN and Data View YDP_DV_FC_REV




2. Choose the row of the planning book: YDP_PB_CENTRAL_PLAN and data view YPD_DV_FC_REV

3.3.6.1 Macro: Read Planning Status

UseWe use a field in the table to control the planning status. There are 3 macros that are created to modify the value of the field to indicate the current planning status: No Planning, Local Planner, and Central Planner.

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This macro is used to read the value in the table, and modify the attribute of some key figure rows according to the planning status.


Add macro. In the APO Macro Builder dialog box, enter a descriptive text for the macro, Read Planning Status. Choose Continue.


3. In the APO Macro Builder dialog box, in the descriptive text section, enter a name for the macro step, for example, TS_GET, choose User-Defined in Processing Area, choose 1 in Iterations, and choose Continue.

4. Right-click the step you have just created and choose Add Element (Result Level) ® Add action box. In the APO Macro Builder dialog box, input Description TS_GET. Choose Continue.

5. Right-click the action box row you have just created and choose Add Element (Argument Element) ® Add Operator/Function. In the APO Macro Builder dialog box, choose “LAYOUTVARIABLE_SET( ’LV_CYCLE’ ; TS_GET(”.Choose Continue.

6. Right-click the operator/function row you have just created and choose Add Element (Argument Element) ® Append Operator/Function. In the APO Macro Builder dialog box, choose “'DEMAND_PLANNING' ; 'PLANNING_CYCLE' ; '*' ; '*' ; 1”. Choose Continue.

7. Right-click the operator/function row you have just created and choose Add Element (Argument Element) ® Append Operator/Function. In the APO Macro Builder dialog box, choose “; 1 ) )”. Choose Continue.

8. Right-click the step row you have created in step 2 and choose Add Element (Step Level) ® Append Control Statement for steps. In the APO Macro Builder dialog box, choose “IF” and choose Continue.

9. Right-click the control statement row you have just created and choose Add Element (Step Level) à Append Condition for steps. In the APO Macro Builder dialog box, input Description LOCAL, and choose Continue.

10. Right-click the condition row you have just created and choose Add Element (Argument Element) ® Add Operator/Function. In the APO Macro Builder dialog box, choose “LAYOUTVAR_VALUE( ‘LV_CYCLE’ ) = 1”. Choose Continue.

11. Right-click the condition row you have created in step 9 and choose Add Element (Step level) ® Append macro step. In the APO Macro Builder dialog box, in the descriptive text section, enter a name for the macro step, for example, Local, choose User-Defined in Processing Area, choose 1 in Iterations, and choose Continue.

12. Right-click the step row you have just created and choose Add Element (Result Level) ® Planning Table Element ® Add result row. In the APO Macro Builder dialog box choose Local Planner Forecast Adjustment in the Row field and Attribute Change in Change mode field. Choose Adopt.

13. Right-click the result row you have just created and choose Add Element (Argument Element) ® Add Operator/Function. In the APO Macro Builder dialog box, choose “ROW_INPUT( 1 )”. Choose Continue.

14. Right-click the result row you have created in step 12 and choose Add Element (Result Level) ® Planning Table Element ® Append result row. In the APO Macro Builder dialog box choose Local Planner Forecast Adjustment in the Row field and Attribute Change in Change mode field. Choose Adopt.

15. Right-click the result row you have just created and choose Add Element (Argument Element) ® Add Operator/Function. In the APO Macro Builder dialog box, choose “ROW_BG( 48 )”. Choose Continue.

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16. Right-click the step row you have created in step 11 and choose Add Element (Step level) ® Append macro step. In the APO Macro Builder dialog box, in the descriptive text section, enter a name for the macro step, for example, Central, choose User-Defined in Processing Area, choose 1 in Iterations, and choose Continue.

17. Right-click the step row you have just created and choose Add Element (Result Level) ® Planning Table Element ® Add result row. In the APO Macro Builder dialog box choose Central Planner Forecast Adjustment in the Row field and Attribute Change in Change mode field. Choose Adopt.


19. Right-click the result row you have created in step 17 and choose Add Element (Result Level) ® Planning Table Element ® Append result row. In the APO Macro Builder dialog box choose Central Planner Forecast Adjustment in the Row field and Attribute Change in Change mode field. Choose Adopt.


21. Right-click the step row you have created in step 16 and choose Add Element (Step level) ® Append macro step. In the APO Macro Builder dialog box, in the descriptive text section, enter a name for the macro step, for example, Output Pop-up, choose User-Defined in Processing Area, choose 1 in Iterations, and choose Continue.

22. Right-click the step you have just created and choose Add Element (Result Level) ® Add action box. In the APO Macro Builder dialog box, input Description Output Pop-up. Choose Continue.

23. Right-click the action box row you have just created and choose Add Element (Argument Element) ® Add Operator/Function. In the APO Macro Builder dialog box, choose “OUTPUT_POPUP( 'CYCLE' ; 'STATUS' ; 'Local_Planner' )”. Choose Continue.

24. Right-click the step row you have created in step 21 and choose Add Element (Step Level) ® Append Control Statement for steps. In the APO Macro Builder dialog box, choose “ELSEIF” and choose Continue.

25. Right-click the control statement row you have just created and choose Add Element (Step Level) à Append Condition for steps. In the APO Macro Builder dialog box, input Description CENTRAL, and choose Continue.

26. Right-click the condition row you have just created and choose Add Element (Argument Element) ® Add Operator/Function. In the APO Macro Builder dialog box, choose “LAYOUTVAR_VALUE( ‘LV_CYCLE’ ) = 2”. Choose Continue.

27. Right-click the control statement row you have created in step 24 and choose Add Element (Step level) ® Append macro step. In the APO Macro Builder dialog box, in the descriptive text section, enter a name for the macro step, for example, LOCAL, choose User-Defined in Processing Area, choose 1 in Iterations, and choose Continue.




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39. Right-click the action box row you have just created and choose Add Element (Argument Element) ® Add Operator/Function. In the APO Macro Builder dialog box, choose “OUTPUT_POPUP( 'CYCLE' ; 'STATUS' ; 'Central_Planner' )”. Choose Continue.

40. Right-click the step row you have created in step 37 and choose Add Element (Step Level) ® Append Control Statement for steps. In the APO Macro Builder dialog box, choose “ELSE” and choose Continue.

41. Right-click the control statement row you have just created and choose Add Element (Step level) ® Append macro step. In the APO Macro Builder dialog box, in the descriptive text section, enter a name for the macro step, for example, LOCAL, choose User-Defined in Processing Area, choose 1 in Iterations, and choose Continue.





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53. Right-click the action box row you have just created and choose Add Element (Argument Element) ® Add Operator/Function. In the APO Macro Builder dialog box, choose “OUTPUT_POPUP( 'CYCLE' ; 'STATUS' ; 'No_Planning' )”. Choose Continue.

54. Right-click the step row you have created in step 51 and choose Add Element (Step level) ® Append macro step. In the APO Macro Builder dialog box, in the descriptive text section, enter a name for the macro step, for example, Process Message, choose User-Defined in Processing Area, choose 1 in Iterations, and choose Continue.

55. Right-click the step row you have just created and choose Add Element (Result Level) ® Add process message. In the APO Macro Builder dialog box, in the descriptive text section, enter WARNING: Status neither Local nor Central, choose Information in Message Type field, and choose Continue.

56. Right-click the step row you have created in step 54 and choose Add Element (Result Level) ® Append Control Statement. In the APO Macro Builder dialog box, choose “ENDIF” and choose Continue.

57. Right-click the step with name Local, Choose Active/Inactive in the context menu. Repeat the same operation for all the 3 steps with name Local.


59. Use drag and drop and move the macro to the Events section and to the Start folder in the upper right screen area.

60. Choose Save.

Result

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Title Level 1 Level 2 Level 3Read Planning Status

TS_GET : ( 1 Iterations : M 07.2009; M 07.2009 )TS_GET

LAYOUTVARIABLE_SET( 'LV_CYCLE' ; TS_GET('DEMAND_PLANNING' ; 'PLANNING_CYCLE' ; '*' ; '*' ; 1; 1 ) )

IFLOCAL

LAYOUTVAR_VALUE( 'LV_CYCLE' ) = 1* LOCAL : ( 1 Iterations : M 07.2009; M 07.2009 )

Row: Local Planners Forecast Adjustment ( Attributes ) =ROW_INPUT( 1 )

Row: Local Planners Forecast Adjustment ( Attributes ) =ROW_BG( 48 )

CENTRAL : ( 1 Iterations : M 07.2009; M 07.2009 )Row: Central Planners Forecast Adjustment ( Attributes ) =

ROW_INPUT( 0 )Row: Central Planners Forecast Adjustment ( Attributes ) =

ROW_BG( 17 )Output Pop-up : ( 1 Iterations : M 07.2009; M 07.2009 )

Output Pop-upOUTPUT_POPUP( 'CYCLE' ; 'STATUS' ; 'Local_Planner' )

ELSEIFCENTRAL

LAYOUTVAR_VALUE( 'LV_CYCLE' ) = 2* LOCAL : ( 1 Iterations : M 07.2009; M 07.2009 )



CENTRAL : ( 1 Iterations : M 07.2009; M 07.2009 )Row: Central Planners Forecast Adjustment ( Attributes ) =



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Title Level 1 Level 2 Level 3ELSE

* LOCAL : ( 1 Iterations : M 07.2009; M 07.2009 )Row: Local Planners Forecast Adjustment ( Attributes ) =

ROW_INPUT( 0 )Row: Local Planners Forecast Adjustment ( Attributes ) =

ROW_BG( 17 )CENTRAL : ( 1 Iterations : M 07.2009; M 07.2009 )

Row: Central Planners Forecast Adjustment ( Attributes ) =ROW_INPUT( 0 )

Row: Central Planners Forecast Adjustment ( Attributes ) =ROW_BG( 17 )

Output Pop-up : ( 1 Iterations : M 07.2009; M 07.2009 )Output Pop-up

OUTPUT_POPUP( 'CYCLE' ; 'STATUS' ; 'No_Planning' )Process Message : ( 1 Iterations : M 07.2009; M 07.2009 )

Information [ WARNING Status neither Local nor Central ]

The rows with * in the first column should be inactivated.

3.3.6.2 Macro: Set Planning Cycle to "No Planning"

UseModify the value of the field in the table to 0. This means that, currently, the planning status is neither Local Planner, nor Central Planner.


Add macro. In the APO Macro Builder dialog box, enter a descriptive text for the macro, Set Planning Cycle to "No Planning". Choose button Choose to assign a suitable icon for this macro (Please make sure the icon is different with the often used ones, and different with the icon assigned to other Macros). Choose Continue.


In the APO Macro Builder dialog box, in the descriptive text section, enter a name for the macro step, for example, TS_SET: “No Planning”, choose User-Defined in Processing Area, choose 1 in Iterations, and choose Continue.

3. Right-click the step you have just created and choose Add Element (Result Level) ® Add action box. In the APO Macro Builder dialog box, input Description TS_SET: “No Planning”. Choose Continue.

4. Right-click the action box row you have just created and choose Add Element (Argument Element) ® Add Operator/Function. In the APO Macro Builder dialog box, choose “TS_SET( ‘DEMAND_PLANNING’ ; ‘PLANNING_CYCLE’ ;”. Choose Continue.

5. Right-click the operation/function row you have just created and choose Add Element (Argument Element) ® Append Operator/Function. In the APO Macro Builder dialog box, choose “’*’ ; ‘*’ ; 1 ; 0 )”. Choose Continue.

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6. Right-click the step you have created in step 2 and choose Add Element (Step Level) ® Append macro step.

In the APO Macro Builder dialog box, in the descriptive text section, enter a name for the macro step, for example, Set Central Adj to no input, choose User-defined in Processing Area, choose 1 in Iterations, and choose Continue.

7. Right-click the step you have just created and choose Add Element (Result Level) ® Planning Table Element ® Append result row. In the APO Macro Builder dialog box choose Central Planners Forecast Adjustment in the Row field, and Attribute change in Change mode field. Choose Adopt.

8. Right-click the result row you have just created and choose Add Element (Argument Element) ® Append Operator/Function. In the APO Macro Builder dialog box, choose “ROW_INPUT( 0 )”. Choose Continue.

9. Right-click the result row you have created in step 7and choose Add Element (Result Level) ® Planning Table Element ® Append result row In the APO Macro Builder dialog box choose Central Planners Forecast Adjustment in the Row field, and Attribute change in Change mode field. Choose Adopt.

10. Right-click the result row you have just created and choose Add Element (Argument Element) ® Append Operator/Function. In the APO Macro Builder dialog box, choose “ROW_BG( 17 )”. Choose Continue.


12. Choose Save.

ResultTitle Level 1 Level 2 Level 3Set Planning Cycle to "No Planning"

TS_SET: “No Planning” : ( 1 Iterations : M 06.2009; M 06.2009 )TS_SET: “No Planning”

TS_SET( 'DEMAND_PLANNING' ; 'PLANNING_CYCLE' ;'*' ; '*' ; 1 ; 0 )

SET Central Attr. : ( 1 Iterations : M 06.2009; M 06.2009 )Row: Central Planners Forecast Adjustment ( Attributes ) =


3.3.6.3 Macro: Set Planning Cycle to "Local Planner"

UseModify the value of the field in the table to 1. This means that, currently, the planning status is Local Planner.


Add macro. In the APO Macro Builder dialog box, enter a descriptive text for the macro, Set Planning Cycle to "Local Planner". Choose button Choose to assign a suitable icon for this macro (Please make sure the icon is different with the often used ones, and different with the icon assigned to other Macros). Choose Continue.


In the APO Macro Builder dialog box, in the descriptive text section, enter a name for the macro step, for example, TS_SET: “Local Planner”, choose User-Defined in Processing Area, choose 1 in Iterations, and choose Continue.

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3. Right-click the step you have just created and choose Add Element (Result Level) ® Add action box. In the APO Macro Builder dialog box, input Description TS_SET: “Local Plannner”. Choose Continue.




In the APO Macro Builder dialog box, in the descriptive text section, enter a name for the macro step, for example, Set Central Adj to no input, choose User-defined in Processing Area, choose 1 in Iterations, and choose Continue.






12. Choose Save.

ResultTitle Level 1 Level 2 Level 3Set Planning Cycle to "Local Planner"

TS_SET: “Local Planner” : ( 1 Iterations : M 06.2009; M 06.2009 )TS_SET: “Local Plannner”




3.3.6.4 Macro: Set Planning Cycle to "Central Planner"

UseModify the value of the field in the table to 2. This means that, currently, the planning status is Central Planner.

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Add macro. In the APO Macro Builder dialog box, enter a descriptive text for the macro, Set Planning Cycle to "Central Planner". Choose button Choose to assign a suitable icon for this macro (Please make sure the icon is different with the often used ones, and different with the icon assigned to other Macros). Choose Continue.


In the APO Macro Builder dialog box, in the descriptive text section, enter a name for the macro step, for example, TS_SET: “Central Planner”, choose User-Defined in Processing Area, choose 1 in Iterations, and choose Continue.

3. Right-click the step you have just created and choose Add Element (Result Level) ® Add action box. In the APO Macro Builder dialog box, input Description TS_SET: “Central Planner”. Choose Continue.




In the APO Macro Builder dialog box, in the descriptive text section, enter a name for the macro step, for example, Set Central Adj to input, choose User-defined in Processing Area, choose 1 in Iterations, and choose Continue.






12. Choose Save.

Result

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Title Level 1 Level 2 Level 3Set Planning Cycle to "Central Planner"

TS_SET: “Central Planner” : ( 1 Iterations : M 06.2009; M 06.2009 )New action box




3.3.6.5 Macro: Copy fcst Local Adj. to Central Adj.

UseCopy the key figure Local Planners Forecast Adjustment to Central Planner Forecast Adjustment, if Central Planner Forecast Adjustment is not fixed.

Procedure

1. Right-click the macro node below the planning table and choose Create New Macro ® Add macro. In the APO Macro Builder dialog box, enter a descriptive text for the macro, Copy fcst Local Adj. to Central Adj. Choose Continue.


In the APO Macro Builder dialog box, in the descriptive text section, enter a name for the macro step, for example, Determine FCST Adj. Central, choose Future in Processing Area, and choose Continue.


4. Right-click the control statement row you have just created and choose Add Element (Result Level) à Append Condition. In the APO Macro Builder dialog box, input description FCST Adj. Central is fixed and choose Continue.

5. Right-click the argument row you have just created and choose Add Element (Argument Element) ® Append Operator/Function. In the APO Macro Builder dialog box, choose “IS_FIXED(”.Choose Continue.

6. Right-click the operation/function row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Append argument row. In the APO Macro Builder dialog box, choose Central Planners Forecast Adjustment in the Row field, and Row Attribute in Data field. Choose Continue.

7. Right-click the argument row you have just created and choose Add Element (Argument Element) ® Append Operator/Function. In the APO Macro Builder dialog box, choose “) = 0 AND IS_INITIAL(”. Choose Continue.

8. Right-click the operation/function row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Append argument row. In the APO Macro Builder dialog box, choose Local Planners Forecast Adjustment in the Row field, and Row Attribute in Data field. Choose Continue.

9. Right-click the argument row you have just created and choose Add Element (Argument Element) ® Append Operator/Function.

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In the APO Macro Builder dialog box, choose “) = 0 AND IS_PARTLY_FIXED(”. Choose Continue.

10. Right-click the operation/function row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Append argument row. In the APO Macro Builder dialog box, choose Cental Planners Forecast Adjustment in the Row field, and Row Attribute in Data field. Choose Continue.


12. Right-click the condition row you have created in step 4 and choose Add Element (Result Level) ® Planning Table Element ® Append result row. In the APO Macro Builder dialog box choose Central Planner Forecast Adjustment field. Choose Adopt.

13. Right-click the result row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Append argument row. In the APO Macro Builder dialog box, choose Local Planners Forecast Adjustment in the Row field. Choose Continue.




17. Choose Save.

ResultTitle Level 1 Level 2 Level 3Copy fcst Local Adj. to Central Adj.

Determine FCST Adj. Central : ( 24 Iterations : M 07.2011; M 06.2013 )IFFCST Adj. Central is fixed

IS_FIXED(Row: Central Planners Forecast Adjustment ( Frm M 07.2011 )) = 0 and is_initial(Row: Local Planners Forecast Adjustment ( Frm M 07.2011 )) = 0 and is_partly_fixed(Row: Central Planners Forecast Adjustment ( Frm M 07.2011 )) = 0

Row: Central Planners Forecast Adjustment ( Frm M 07.2011 ) =Row: Local Planners Forecast Adjustment ( Frm M 07.2011 )



Procedure

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The macro is exactly the same as the macro in the Planning Book YDP_PB_MASS_JOB, View YDP_DV_MACRO. You do not need to create the macro step by step again, but you need to import it from the view YDP_DV_MACRO, just like copying.


2. Choose Macro Book YDP_PB_MASS_JOB View (YDP_DV_MACRO), and choose Macro Calc. Demand Plan. And choose Continue.

3. If a warning message appears, choose Continue or Enter.



6. Choose Save.

ResultTitle Level 1 Level 2 Level 3Calc. Demand Plan

New step : ( 24 Iterations : M 06.2011; M 05.2013 )Row: Demand Plan ( Frm M 06.2011 ) =

Row: Manual Forecast ( Frm M 06.2011 )+Row: Central Planners Forecast Adjustment ( Frm M 06.2011 )+

3.3.6.7 Macro: Automatic Fix "Central Planner Adj."

UseFix the key figure cell Central Planners Forecast Adjustment, if it does not equal to Local Planners Forecast Adjustment. This macro is used for making sure the changed value of Central Planners Forecast Adjustment will not be overwritten by macro Copy fcst Local Adj. to Central Adj.


Add macro. In the APO Macro Builder dialog box, enter a descriptive text for the macro, Automatic Fix "Central Planner Adj.". Choose Continue.


In the APO Macro Builder dialog box, in the descriptive text section, enter a name for the macro step, for example, Automatic Fix "Central Planner Adj.", choose Future in Processing Area, and choose Continue.


4. Right-click the control statement row you have just created and choose Add Element (Result Level) à Append Condition. In the APO Macro Builder dialog box, input Description Central adj. <> Local adj., and choose Continue.

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5. Right-click the condition row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Add argument row. In the APO Macro Builder dialog box, choose Central Planners Forecast Adjustment in the Row field. Choose Continue.

6. Right-click the argument row you have just created and choose Add Element (Argument Element) ® Append Operator/Function. In the APO Macro Builder dialog box, choose “<>”.Choose Continue.

7. Right-click the operator/function row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Append argument row. In the APO Macro Builder dialog box, choose Local Planner Forecast Adjustment in the Row field. Choose Continue.

8. Right-click the argument row you have just created and choose Add Element (Argument Element) ® Append Operator/Function. In the APO Macro Builder dialog box, choose “AND IS_FIXED(”.Choose Continue.

9. Right-click the operator/function row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Append argument row. In the APO Macro Builder dialog box, choose Central Planner Forecast Adjustment in the Row field, and Row Attribute in Data field. Choose Continue.

10. Right-click the argument row you have just created and choose Add Element (Argument Element) ® Append Operator/Function. In the APO Macro Builder dialog box, choose “AND IS_INITIAL(”.Choose Continue.

11. Right-click the operator/function row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Append argument row. In the APO Macro Builder dialog box, choose Central Planner Forecast Adjustment in the Row field, and Row Attribute in Data field. Choose Continue.

12. Right-click the argument row you have just created and choose Add Element (Argument Element) ® Append Operator/Function. In the APO Macro Builder dialog box, choose “)= 0”.Choose Continue.

13. Right-click the condition row you have created in step 4 and choose Add Element (Result Level) ® Planning Table Element ® Add result row. In the APO Macro Builder dialog box choose Central Planners Forecast Adjustment in the Row field, and Value Change with Following Fixing in Change mode field. Choose Adopt.

14. Right-click the result row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Add argument row. In the APO Macro Builder dialog box, choose Central Planners Forecast Adjustment in the Row field. Choose Continue.



17. Use drag and drop and move the macro to the Events section and to the Exit folder in the upper right screen area.

18. Choose Save.

Result

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Title Level 1 Level 2 Level 3Automatic Fix "Central Planner Adj.

Automatic Fix "Central Planner Adj. : ( 24 Iterations : M 07.2011; M 06.2013 )IFCentral adj. <> Local adj

Row: Central Planners Forecast Adjustment ( Frm M 07.2011 )<>Row: Local Planners Forecast Adjustment ( Frm M 07.2011 )and is_fixed(Row: Central Planners Forecast Adjustment ( Frm M 07.2011 )) = 0 and is_initial(Row: Central Planners Forecast Adjustment ( Frm M 07.2011 )) = 0

Row: Central Planners Forecast Adjustment ( Frm M 07.2011 ) =Row: Central Planners Forecast Adjustment ( Frm M 07.2011 )

3.3.6.8 Macro: Automatic Fix "Manual Fcst"

UseFix the key figure cell Manual Forecast if it does not equal to Statistical Forecast. This macro is used for making sure the changed value of Manual Forecast will not be overwritten.


Add macro. In the APO Macro Builder dialog box, enter a descriptive text for the macro, Automatic Fix "Manual Fcst". Choose Continue.


In the APO Macro Builder dialog box, in the descriptive text section, enter a name for the macro step, for example, Automatic Fix "Manual Fcst", choose Future in Processing Area, and choose Continue.


4. Right-click the control statement row you have just created and choose Add Element (Result Level) à Append Condition. In the APO Macro Builder dialog box, input Description Manual Fcst <> Stat. Fcst, and choose Continue.

5. Right-click the condition row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Add argument row. In the APO Macro Builder dialog box, choose Manual Forecast in the Row field. Choose Continue.

6. Right-click the argument row you have just created and choose Add Element (Argument Element) ® Append Operator/Function. In the APO Macro Builder dialog box, choose “<>”.Choose Continue.

7. Right-click the operator/function row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Append argument row. In the APO Macro Builder dialog box, choose Statistical Forecast in the Row field. Choose Continue.

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8. Right-click the argument row you have just created and choose Add Element (Argument Element) ® Append Operator/Function. In the APO Macro Builder dialog box, choose “AND IS_FIXED(”.Choose Continue.

9. Right-click the operator/function row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Append argument row. In the APO Macro Builder dialog box, choose Manual Forecast in the Row field, and Row Attribute in Data field. Choose Continue.

10. Right-click the argument row you have just created and choose Add Element (Argument Element) ® Append Operator/Function. In the APO Macro Builder dialog box, choose “) = 0”.Choose Continue.

11. Right-click the condition row you have created in step 4 and choose Add Element (Result Level) ® Planning Table Element ® Add result row. In the APO Macro Builder dialog box choose Manual Forecast in the Row field, and Value Change with Following Fixing in Change mode field. Choose Adopt.




15. Use drag and drop and move the macro to the Events section and to the Exit folder in the upper right screen area.

16. Choose Save.

ResultTitle Level 1 Level 2 Level 3Automatic Fix "Manual Fcst

Automatic Fix "Central Planner Adj. : ( 24 Iterations : M 07.2011; M 06.2013 )IFCentral adj. <> Local adj

Row: Manual Forecast ( Frm M 07.2011 )<>Row: Statistical Forecast ( Frm M 07.2011 )and is_fixed(Row: Manual Forecast ( Frm M 07.2011 )) = 0


ENDIF

3.3.6.9Macro: Central adj/man. fcst > 30% BG COL = RED

UseThis macro gives warning if the key figure Central Planners Forecast Adjustment is greater than 30% of Manual Forecast by changing the background color of the cell to RED. At the same time, an alert is also generated.

Procedure

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1. Right-click the macro node below the planning table and choose Create New Macro ® Add macro. In the APO Macro Builder dialog box, enter a descriptive text for the macro, Central adj/man. fcst > 30% BG COL = RED. Choose Continue.


In the APO Macro Builder dialog box, in the descriptive text section, enter a name for the macro step, for example, Calc central adj / man. fcst, choose Future in Processing Area, and choose Continue.

3. Right-click the step row you have just created and choose Add Element (Result Level) ® Add auxiliary row. In the APO Macro Builder dialog box input Calc central adj / man. fcst in the Description field. Choose Continue.

4. Right-click the auxiliary row you have just created and choose Add Element (Argument Element) ® Add Operator/Function. In the APO Macro Builder dialog box, choose “ABS(”.Choose Continue.

5. Right-click the operator/function row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Append argument row. In the APO Macro Builder dialog box, choose Central Planners Forecast Adjustment in the Row field. Choose Continue.


7. Right-click the operator/function row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Append argument row. In the APO Macro Builder dialog box, choose Manual Forecast in the Row field. Choose Continue.

8. Right-click the argument row you have just created and choose Add Element (Argument Element) ® Append Operator/Function. In the APO Macro Builder dialog box, choose “) * 100”. Choose Continue.

9. Right-click the step row you have created in step 2 and choose Add Element (Step level)® Append macro step.

In the APO Macro Builder dialog box, in the descriptive text section, enter a name for the macro step, for example, Change color if perc > 30%, choose Future in Processing Area, and choose Continue.



12. Right-click the condition row you have just created and choose Add Element (Argument Level) ® Auxiliary Table Element ® Add auxiliary row. In the APO Macro Builder dialog box, choose Calc central adj / man. fcst in the Row field. Choose Continue.

13. Right-click the argument row you have just created and choose Add Element (Argument Element) ® Append Operator/Function. In the APO Macro Builder dialog box, choose “> 30”. Choose Continue.

14. Right-click the condition row you have created in step 11 and choose Add Element (Result Level) ® Append alert/status. In the APO Macro Builder dialog box choose Update in context in Action field, and input Central adj / man. fcst = & % in the Alert Txt field. Choose Continue.

15. Right-click the alert row you have just created and choose Add Element (Argument Level) ® Add auxiliary row. In the APO Macro Builder dialog box, choose Historical Calc central adj / man. fcst in the Row field. Choose Continue.

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16. Right-click the alert row you have created in step 14 and choose Add Element (Result Level) ® Planning Table Element ® Append result row. In the APO Macro Builder dialog box choose Central Planners Forecast Adjustment in the Row field, and Attribute Change in Change mode field. Choose Adopt.

17. Right-click the result row you have just created and choose Add Element (Argument Element) ® Append Operator/Function. In the APO Macro Builder dialog box, choose “CELL_BG( 26 )”. Choose Continue.

18. Right-click the result row you have created in step 14 and choose Add Element (Result Level) ® Planning Table Element ® Append result row. In the APO Macro Builder dialog box choose Central Planners Forecast Adjustment in the Row field, and Attribute Change in Change mode field. Choose Adopt.

19. Right-click the result row you have just created and choose Add Element (Argument Element) ® Append Operator/Function. In the APO Macro Builder dialog box, choose “CELL_RICON( 2 )”. Choose Continue.


21. Right-click the control statement row you have just created and choose Add Element (Result Level) ® Planning Table Element ® Append result row. In the APO Macro Builder dialog box choose Central Planners Forecast Adjustment in the Row field, and Attribute Change in Change mode field. Choose Adopt.





26. Choose Save.

Result

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Title Level 1 Level 2 Level 3Central adj/man. fcst > 30% BG COL = RED

Calc central adj / man. fcst : ( 48 Iterations : M 06.2009; M 05.2013 )Row: Calc central adj / man. fcst ( Frm M 06.2009 ) =

ABS(Row: Central Planners Forecast Adjustment ( Frm M 06.2009 )/Row: Manual Forecast ( Frm M 06.2009 )) * 100

Change color if perc > 30% : ( 48 Iterations : M 06.2009; M 05.2013 )IFPercentage > 30%

Row: Calc central adj / man. fcst ( Frm M 06.2009 )> 30

Update in context : Standard status alert [ New alert : & ] withRow: Calc central adj / man. fcst ( Frm M 06.2009 )

Row: Central Planners Forecast Adjustment ( Attributes ) =CELL_BG( 26 )

Row: Central Planners Forecast Adjustment ( Attributes ) =CEll_RICON( 2 )

ELSERow: Central Planners Forecast Adjustment ( Attributes ) =

CELL_BG( 0 )

The Final Events list (on the top left of Macro Workbench) for the data view YDP_DV_FC_REV should be like this:

Event MacroDefault Central adj/man. fcst > 30% BG COL = RED

Calc. Demand PlanLevel Change Start Read Planning Status

Copy fcst Local Adj. to Central Adj.Exit Automatic Fix "Central Planner Adj.

Automatic Fix "Manual Fcst

3.3.7 Set up Macros for Planning Book YDP_PB_LOCAL_PLAN and Data View YDP_DV_LOC_ADJ




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2. Choose the row of the planning book: YDP_PB_LOCAL_PLAN and data view YPD_DV_LOC_ADJ.




Add macro. In the APO Macro Builder dialog box, enter a descriptive text for the macro, Calc. Demand Plan. Choose Continue.




4. Right-click the control statement row you have just created and choose Add Element (Result Level) à Append Condition. In the APO Macro Builder dialog box, input Description Is Central Planner Fcst initial, and choose Continue.

5. Right-click the condition row you have just created and choose Add Element (Argument Element) ® Add operator/function. In the APO Macro Builder dialog box, choose “IS_INITIAL(”.Choose Continue.

6. Right-click the operator/function row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Add argument row. In the APO Macro Builder dialog box, choose Central Planners Forecast Adjustment in the Row field, and Row Attribute in Data field. Choose Continue.

7. Right-click the argument row you have just created and choose Add Element (Argument Element) ® Append operator/function. In the APO Macro Builder dialog box, choose “) = 1”.Choose Continue.

8. Right-click the condition you have created in step 4 and choose Add Element (Result Level) ® Planning Table Element ® Add result row. In the APO Macro Builder dialog box choose Demand Plan in the Row field. Choose Adopt.



11. Right-click the Operator/Function row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Append argument row. In the APO Macro Builder dialog box, choose Local Planners Forecast Adjustment in the Row field. Choose Continue.


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14. Right-click the result row you have created in step 8 and choose Add Element (Result Level) ® Add Control Statement. In the APO Macro Builder dialog box, choose “ELSE” and choose Continue.

15. Right-click the condition you have just created and choose Add Element (Result Level) ® Planning Table Element ® Add result row. In the APO Macro Builder dialog box choose Demand Plan in the Row field. Choose Adopt.



18. Right-click the Operator/Function row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Append argument row. In the APO Macro Builder dialog box, choose Central Planners Forecast Adjustment in the Row field. Choose Continue.



21. Right-click the result row you have created in step 15 and choose Add Element (Result Level) ® Add Control Statement. In the APO Macro Builder dialog box, choose “ENDIF” and choose Continue.


23. Choose Save.

Result

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Title Level 1 Level 2 Level 3Calc. Demand Plan

New step : ( 24 Iterations : M 07.2011; M 06.2013 )IFIs Central planner Fcst initial

IS_INITIAL(Row: Central Planners Forecast Adjustment ( Frm M 07.2011 )) = 1

Row: Demand Plan ( Frm M 07.2011 ) =Row: Manual Forecast ( Frm M 07.2011 )+Row: Local Planners Forecast Adjustment ( Frm M 07.2011 )+Row: Additional Demand ( Frm M 07.2011 )

ELSERow: Demand Plan ( Frm M 07.2011 ) =

Row: Manual Forecast ( Frm M 07.2011 )+Row: Central Planners Forecast Adjustment ( Frm M 07.2011 )+Row: Additional Demand ( Frm M 07.2011 )

3.3.7.2 Macro: Read Planning Status

UseWe use a field in the table to control the planning status. There are 3 macros that are created to modify the value of the field to indicate the current planning status: No Planning, Local Planner, and Central Planner.

This macro is used to read the value in the table, and modify the attribute of some key figure rows according to the planning status.

ProcedureThe macro is exactly the same as the macro in the Planning Book YDP_PB_CENTRAL_PLAN, View YDP_DV_FC_REV. You do not need to create the macro step by step again, but you need to import it from the view YDP_DV_FC_REV, just like copying.


2. Choose Macro Book YDP_PB_MASS_JOB View (YDP_DV_FC_REV), and choose Macro Read Planning Status. And choose Continue.


4. Right-click the step with name LOCAL, Choose Active/Inactive in the context menu. Repeat the same operation for all the 3 steps with name LOCAL. Make sure these steps are active.

5. Right-click the step with name CENTRAL, Choose Active/Inactive in the context menu. Repeat the same operation for all the 3 steps with name CENTRAL. Make sure these steps are inactive.

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8. Choose Save.

ResultTitle Level 1 Level 2 Level 3Read Planning Status

TS_GET : ( 1 Iterations : M 07.2009; M 07.2009 )TS_GET

LAYOUTVARIABLE_SET( 'LV_CYCLE' ; TS_GET('DEMAND_PLANNING' ; 'PLANNING_CYCLE' ; '*' ; '*' ; 1; 1 ) )

IFLOCAL

LAYOUTVAR_VALUE( 'LV_CYCLE' ) = 1LOCAL : ( 1 Iterations : M 07.2009; M 07.2009 )



* CENTRAL : ( 1 Iterations : M 07.2009; M 07.2009 )Row: Central Planners Forecast Adjustment ( Attributes ) =



Output Pop-upOUTPUT_POPUP( 'CYCLE' ; 'STATUS' ; 'Local_Planner' )

ELSEIFCENTRAL

LAYOUTVAR_VALUE( 'LV_CYCLE' ) = 2LOCAL : ( 1 Iterations : M 07.2009; M 07.2009 )






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Title Level 1 Level 2 Level 3ELSELOCAL : ( 1 Iterations : M 07.2009; M 07.2009 )






Output Pop-upOUTPUT_POPUP( 'CYCLE' ; 'STATUS' ; 'No_Planning' )

Process Message : ( 1 Iterations : M 07.2009; M 07.2009 )Information [ WARNING Status neither Local nor Central ]

The rows with * in the first column should be inactivated.

3.3.7.3 Macro: Local adj/man. fcst >30% BG COL= RED

UseThis macro gives warning if the key figure Local Planners Adjustment is greater than 30% of Manual Forecast by changing the background color of the cell to RED.

Procedure

1. Right-click the macro node below the planning table and choose Create New Macro ® Add macro. In the APO Macro Builder dialog box, enter a descriptive text for the macro, Local adj/man. fcst >30% BG COL= RED. Choose Continue.


In the APO Macro Builder dialog box, in the descriptive text section, enter a name for the macro step, for example, Calc Local Adj percentage, choose Future in Processing Area, and choose Continue.

3. Right-click the step row you have just created and choose Add Element (Result Level) ® Add auxiliary row. In the APO Macro Builder dialog box input Aux. row for Local Adj. Percentage in the Description field. Choose Continue.

4. Right-click the auxiliary row you have just created and choose Add Element (Argument Element) ® Add Operator/Function. In the APO Macro Builder dialog box, choose “ABS( (”. Choose Continue.

5. Right-click the operator/function row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Append argument row. In the APO Macro Builder dialog box, choose Local Planners Forecast Adjustment in the Row field. Choose Continue.

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7. Right-click the operator/function row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Append argument row. In the APO Macro Builder dialog box, choose Manual Forecast in the Row field. Choose Continue.

8. Right-click the argument row you have just created and choose Add Element (Argument Element) ® Append Operator/Function. In the APO Macro Builder dialog box, choose “) * 100 )”. Choose Continue.





12. Right-click the condition row you have just created and choose Add Element (Argument Level) ® Auxiliary Table Element ® Add auxiliary row. In the APO Macro Builder dialog box, choose Aux. row for Local Adj. Percentage in the Row field. Choose Continue.


14. Right-click the condition row you have created in step 12 and choose Add Element (Result Level) ® Planning Table Element ® Append result row. In the APO Macro Builder dialog box choose Local Planners Forecast Adjustment in the Row field, and Attribute Change in Change mode field. Choose Adopt.



17. Right-click the control statement row you have just created and choose Add Element (Result Level) ® Planning Table Element ® Append result row. In the APO Macro Builder dialog box choose Local Planners Forecast Adjustment in the Row field, and Attribute Change in Change mode field. Choose Adopt.





22. Choose Save.

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ResultTitle Level 1 Level 2 Level 3Local adj/man. fcst >30% BG COL= RED

Calc Local Adj percentage : ( 24 Iterations : M 06.2011; M 05.2013 )Row: Aux. row for Local Adj. Percentage ( Frm M 06.2011 ) =

ABS( (Row: Local Planners Forecast Adjustment ( Frm M 06.2011 )/Row: Manual Forecast ( Frm M 06.2011 )) * 100 )


Row: Aux. row for Local Adj. Percentage ( Frm M 06.2011 )> 30

Row: Local Planners Forecast Adjustment ( Attributes ) =CELL_BG( 26 )

ELSERow: Local Planners Forecast Adjustment ( Attributes ) =

CELL_BG( 0 )ENDIF

3.3.7.4 Macro: PROM >30% frm DP BG = RED

UseThis macro gives warning, if the key figure Additional Demand is greater than 30% of Demand Plan by changing the background color of the cell to RED.

Procedure

1. Right-click the macro node below the planning table and choose Create New Macro ® Add macro. In the APO Macro Builder dialog box, enter a descriptive text for the macro, PROM >30% frm DP BG = RED. Choose Continue.


In the APO Macro Builder dialog box, in the descriptive text section, enter a name for the macro step, for example, Calc Additional Demand percentage, choose Future in Processing Area, and choose Continue.

3. Right-click the step row you have just created and choose Add Element (Result Level) ® Add auxiliary row. In the APO Macro Builder dialog box input Aux. row for Additional Demand Percentage in the Description field. Choose Continue.

4. Right-click the auxiliary row you have just created and choose Add Element (Argument Element) ® Add Operator/Function. In the APO Macro Builder dialog box, choose “ABS( (”.Choose Continue.

5. Right-click the operator/function row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Append argument row. In the APO Macro Builder dialog box, choose Additional Demand in the Row field. Choose Continue.

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7. Right-click the operator/function row you have just created and choose Add Element (Argument Level) ® Planning Table Element ® Append argument row. In the APO Macro Builder dialog box, choose Demand Plan in the Row field. Choose Continue.

8. Right-click the argument row you have just created and choose Add Element (Argument Element) ® Append Operator/Function. In the APO Macro Builder dialog box, choose “) * 100 )”. Choose Continue.





12. Right-click the condition row you have just created and choose Add Element (Argument Level) ® Auxiliary Table Element ® Add auxiliary row. In the APO Macro Builder dialog box, choose Aux. row for Additional Demand Percentage in the Row field. Choose Continue.


14. Right-click the condition row you have created in step 11 and choose Add Element (Result Level) ® Planning Table Element ® Append result row. In the APO Macro Builder dialog box choose Additional Demand in the Row field, and Attribute Change in Change mode field. Choose Adopt.



17. Right-click the control statement row you have just created and choose Add Element (Result Level) ® Planning Table Element ® Append result row. In the APO Macro Builder dialog box choose Additional Demand in the Row field, and Attribute Change in Change mode field. Choose Adopt.





22. Choose Save.

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ResultTitle Level 1 Level 2 Level 3PROM >30% frm DP BG = RED

Calc Additional Demand percentage : ( 24 Iterations : M 06.2011; M 05.2013 )Row: Aux. row for Addtional Demand Percentage ( Frm M 06.2011 ) =

ABS( (Row: Additional demand ( Frm M 06.2011 )/Row: Demand Plan ( Frm M 06.2011 )) * 100 )


Row: Aux. row for Addtional Demand Percentage ( Frm M 06.2011 )> 30

Row: Additional demand ( Attributes ) =CELL_BG( 26 )

ELSERow: Additional demand ( Attributes ) =

CELL_BG( 0 )ENDIF

The Final Events list (on the top left of Macro Workbench) for the data view YDP_DV_LOC_ADJ should be like this:

Event MacroDefault Macro: PROM >30% frm DP BG = RED

Local adj/man. fcst >30% BG COL= REDCalc. Demand Plan

Level Change Start Read Planning StatusExit

3.4 Setting up the Process Chain

3.4.1 Process Chain – Data Preparation

3.4.1.1 Create Process Variant – Generate Characteristic Value Combination

UseThe master data of Demand Planning determines the levels on which demand plans are created, changed, aggregated and disaggregated at your company. For example, your master data might consist of all of the products, product lines, regions, customers, those your company intends to plan in Demand Planning, as well as all relevant combinations of these. From a technical point of view, you are specifying which characteristic values are plannable

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for the characteristics in your planning area. This plannable characteristic values combination is called characteristic value combination.

Procedure1. To Access the activity, use one of the following navigation options:

Transaction code /SAPAPO/MC62

SAP SCM Menu Advanced Planning and Optimization ® Master Data ® Application-Specific Master Data ® Demand Planning ® Maintain Characteristic Values

2. On the Maintain Planning-Relevant Characteristic Combination screen, enter your master planning object structure, for example, YDP_POS. then choose Create Characteristic Combination.

3. In the Create Characteristic Combinations window, make the following entries:


Create Characteristic Combinations

Generate Immedtly X

Data Source

Load Data From: InfoProvider Choose from drop list

InfoProvider For example, InfoCube: ZY93_IC01

Sales history InfoCube

Version 001

Action Selection

Results Log X

4. Choose Save.

5. On the Variant Attributes screen, make the following entry:


Variant Name YDP_CVC Your variant name

Description GENERATE CVC’S Your variant description

6. In the Object for selection screen section, choose the row which Field name is S_DAT.

7. For the selected row, use F4 input help at the column Selection variable. In the pop up Variant Attributes window, choose Type of Variable is D. Then choose Choose.

8. For the same row, use F4 input help at the column Name of variable (Input only using F4). On the prompt Variant Attributes window, choose (Beginning of mth-xx months, end of mth+yy months). Then choose Choose.

9. In the Date Calculation Parameters window, enter 24 for a value for xxx, enter 0 for a value for yyy. Then choose Choose. You can change this value based on your requirement.

If you want the system to roll over periodically without scheduling the same job repeatedly, you should use selection variables to enter relative dates. The system then calculates the start and end dates each time the report is executed. For instance, you specify that the initialization period should be from 12 months in the past to 12 months in the future.

10. Choose Save.

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11. Go back twice. The variant for characteristic value combination generation has been created, and can be used for background job run.

3.4.1.2 Create Process Variant – Initialize Planning Area

UseHere we create a process variant for initialize planning area. Then you can initialize the planning area in a mass process job.


Transaction code /SAPAPO/TSINIT

SAP SCM Menu Advanced Planning and Optimization ® Demand Planning ® Environment ® Current Settings ® Time Series Administration ® Initialize Planning Area

2. On the Initialize Planning Area screen, make the following entry:


Planning Area YDP_PA Your planning area

Planning Version 001

3. Choose Save.

4. In the Variant Attributes window, enter the following values:


Variant Name YDP_PAREA_I Your variant name

Description Initialize Planning Area Your variant description

5. In the Object for selection screen area, select the row which Field name is Start/End Date.

6. For the selected row, use F4 input help for the column Selection variable. In the popup Variant Attributes window, select Type of Variable is D. Then choose Choose.

7. For the same row, use F4 input help at the column Name of variable (Input only using F4). In the popup Variant Attributes window, select (Beginning of mth-xx months, end of mth+yy months). Then choose Choose.


9. Choose Save.

10. Go back. The variant for planning area initialize has been created, and can be used for background job run.

3.4.1.3 Create Process Variant – Load Data from InfoCube

UseAfter data is uploaded from an external file or ECC to BW InfoCube, data then needs to be transferred into the APO planning area (live cache). Here we create a process variant that is used to run this job as a step in process chain.

Procedure

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1. To access the activity, use one of the following navigation options:

Transaction code /SAPAPO/TSCUBE

SAP SCM Menu Advanced Planning and Optimization ® Demand Planning ® Environment ® Data Administration ® Load Data from InfoCube

2. On the Load Planning Area Version screen, make the following entries:


Source

InfoCube ZY93_IC01 Your data load infocube


Target



Period

From For example, 01.04.2009 Define as necessary.

To For example, 31.03.2011 Define as necessary

Key Figure Assignment: InfoCube <-> Planning Area

Propose key figures X checked

Key Figure AssignmentChoose

Check the proposed key figure assignment, change if necessary.

Results Log X Choose the checkbox

3. Choose Save.

4. In the Variant Attributes window, enter the value as table:


Variant Name YDP_LOAD Your variant name

Description Load Hist Data from InfoCube

Your variant description

5. In the Object for selection screen area, select the row which Field name is From.

6. For the selected row, use F4 input help at the column Selection variable. In the popup Variant Attributes window, select Type of Variable is D. Then choose Enter.

7. For the same row, use F4 input help at the column Name of variable (Input only using F4). In the popup Variant Attributes window, select (Beginning of mth-xx months, end of mth+yy months). Then choose Enter.

8. In the Date Calculation Parameters window, enter 24 for a value for xxx, enter 0 for a value for yyy. Then choose Enter. You can change this value based on your requirement.

9. Choose Save.

10. Go back. The variant for load data from InfoCube has been created, and can be used for background job run.

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3.4.1.4 Create Process Variant – Calculate Proportional Factor

UseProportional factors are one of the ways you can disaggregate data from an aggregate level to a detailed one. Here you create a process variant to calculate proportional factor which can then be used in the process chain as a process job.


Transaction code /SAPAPO/MC8V

SAP SCM Menu Advanced Planning and Optimization ® Demand Planning ® Environment ® Calculate Proportional Factors

2. On the Calculate proportional factors screen, make the following entries:


Planning area


Basis for proportion calc.

Choose InfoCube X Choose the radio button

Name ZY93_IC01 Your sales historical InfoCube

3. Choose Execute.

4. On the /SAPAPO/RMDP_SHARE_MANAGER screen, choose the Basic Settings tab page, make the following entries:


Basis for proportion calc.

Planning version 001

Key figureZY93_BK91

Base key figure used to calculate the proportion factor.

Period from 01.04.2009

To 31.03.2011

Calc. proportions for

Planning version 001

Transfer proportions to horizon

From 01.04.2011

To 31.03.2013

Proportion calc. type

Fixed Proportions X Check the radio button

5. Choose Save.

6. On the Variant Attributes screen, enter the value as table:


Variant Name YDP_PROP Your variant name

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Description Calculate Proportional Factor Your variant description

7. In the Object for selection screen area, select the row whose Field name is Period from.

8. For the selected row, use F4 input help at the column Selection variable. In the dialog box Variant Attributes window, select D (Dynamic data calculation). Then choose Choose.

9. For the same row, use F4 input help at the column Name of variable (Input only using F4). In the popup Variant Attributes window, select (Beginning of mth-xx months, end of mth+yy months). Then choose Choose.


11. Repeat step 7- 9 for the row whose Field name is From.


13. Choose Save.

14. Go back twice. The variant for proportional factor calculation has been created, and can be used for background job run.

3.4.1.5 Create Activities – Data Preparation

UseHere you create an activity which includes a macro to calculate the key figure sales quantity without additional demand, this key figure is then used as the base of statistical forecast run.

PrerequisitesThe macro listed below has been maintained.

Calculate historical sales without additional demand

Procedure1. To access the activity, use one of the following navigation options:

Transaction code /SAPAPO/MC8T

SAP SCM Menu Demand Planning ® Planning ® Demand Planning in the Background ® Define Activities for Mass Processing

2. In the Activity screen, maintain the data according to the following table:


Activity YDP_PRE Your activity name

Description Data preparation Your activity description

3. Then choose Create.

4. On the next Activity screen, maintain the data according to the following table:


Planning Book YDP_PB_MASS_JOB


5. Choose the Macro tab page at the bottom of the screen.

6. Select the macro ‘CALC. HIST.SALES WITHOUT ADD. DEMAND’ from the drop list next to the macro radio button.

7. Choose Adopt Current Action. The macro is displayed at the List of Actions area.

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8. Choose Save.

3.4.1.6 Create Planning Job – Data Preparation


Transaction code /SAPAPO/MC8D

SAP SCM Menu Demand Planning ® Planning ® Demand Planning in the Background ® Create Demand Planning in the Background

2. Enter values according to the following table:


Job number YDP_PRE

Job name DATA PREPARATION

3. Choose Execute.

4. On the Create Planning Job screen, make the following entries:




Version 001

5. Choose Execute,

6. On the Create Planning Job screen, maintain values according to the following table:


Control Parameters for background planning

Activity YDP_PRE The activity you have created

Planning job information

Generate Log X Select the check box

Do Not Create Spool List X

Chars

One YDP_MP_ALL_PROD_LOC

7. Choose on aggregation level button, in the Choose chars screen, select all characteristics except navigation attributes. Then choose Continue.

8. Choose Save.

3.4.1.7 Create Process Chain – Data Preparation

UseNow, you can create the process chain to be used to prepare the planning area and the data.


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Transaction code RSPC

SAP SCM Menu Demand Planning ® Environment ® Maintain Process Chains

2. On the Process Chain Display Planning View screen, choose Create.

3. In the New Process Chain window, enter values as follows:


Process chain YDP_LOAD_PRE

Long description YDP – Data Preparation

4. Choose Continue.

5. On the Insert Start Process screen, choose Create. In the prompt Start Process window, make the following entry:


Process variants YDP_LOAD_PRE

Long description YDP Data Preparation

6. Choose Enter. Then choose Save

7. In the Create Object Directory Entry, choose Local Object, choose Continue.

8. In the process chain maintenance window, the starting process is now visible.

9. Choose the Process Type pushbutton.

10. Now add the 2nd step of the process chain. Expand the node: SCM – Demand Planning. Choose the process type: Generate Characteristic Combination.

11. In the Insert Generate Characteristic Combination window, choose Create to create a process variant. Enter the Process Variants YDP_GENERATE_CVC and variant description. Then choose Enter.

12. On the Process Maintenance: Generate Characteristic Combination screen, choose the program variant YDP_CVC you created before with F4 input help and choose continue.

13. Choose Save. In the Create Object Directory Entry, choose Local Object, then go back till the new job is displayed on the right screen area.

14. Now add the 3rd step to the process chain. Choose the process type: Initialize (Create Time Series Objects) under the node: SCM – Demand Planning

15. In the Insert Initialize (Create Time Series Objects) window, choose Create to create a process variant. Enter the Process Variants YDP_INIT_PA and variant description. Then choose Enter.

16. In the Process Maintenance: Initialize (Create Time Series Objects) screen, choose the program variant YDP_PAREA_I you created before with F4 input help and choose continue.

17. Choose Save. In the Create Object Directory Entry, choose Local Object, then go back and continue. The selected job is now on the right screen area.

18. Now add the 4th step to the process chain. Chooseprocess type: Load Data from InfoCube under the node: SCM – Demand Planning.

19. In the prompt Insert Load Data from InfoCube window, choose Create to create a process variant. Enter the Process Variants YDP_LOAD and variant description. Then choose Enter.

20. In the Process Maintenance: Load Data from InfoCube screen, choose the program variant YDP_LOAD you created before with F4 input help and choose continue.


22. Now add the 5th step to the process chain. Chooseprocess type: Calculate proportional factors under the node: SCM – Demand Planning.

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23. In the popup Insert Calculate proportional factors window, choose Create to create a process variant. Enter the Process Variants YDP_PROP and variant description. Then choose Enter.

24. In the Process Maintenance: Load Data from InfoCube screen, choose the process variant YDP_PROP you created before with F4 input help and choose continue.


26. Now add the 6th step to the process chain. Chooseprocess type: DP Background Processing under the node: SCM – Demand Planning.

27. In the prompt Insert DP Background Processing window, choose the planning job YDP_PRE you created before with F4 input help and choose continue. The selected job is now on the right screen area.

28. Now link these jobs by the same sequence they are created, by selecting the start job and dragging a line to the linked job, choose …successful in the Action for… dialog box.

29. Choose Activate to make the process chain active.

3.4.1.8 Schedule Process Chain – Data Preparation

UseNow you can schedule when the process chain should be run, periodically or manually trigger. Because this process chain is called as a local process chain, we schedule this process chain as immediate start.

Procedure1. Choose the Process Chain you have just created, and make sure you are in the change

mode.

2. Choose the Start Job.

3. On the Maintain Start Process screen, choose Change Selections.

4. On the Start Time screen, choose Immediate (Immediate start checkbox is selected). Choose Save.

5. On the Maintain Start Process screen, choose Save and Go back.

3.4.2 Process Chain – Data Load and Preparation from ECC

UseThis process chain is used to upload the master data and transaction data from SAP ECC. Then you make preparation at APO side for further demand planning in DP. It includes 3 process chains, that is, load ECC transaction data, load ECC master data, and make preparation in APO side.

PrerequisitesThe following process chains have been maintained:

Master Data Load from ECC, for detail, please reference Building Block Y93 configuration guide.

Transaction Data Load from ECC, for detail, please reference Building Block Y93 configuration guide.

Data Preparation

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3.4.2.1 Create Process Chain – Data Load and Preparation from ECC




2. On the Process Chain Display Planning View, choose Create, then make the following entries:


Process chain YDP_DATA_LOAD_PRE_ECC

Long description YDP – Data Load and Preparation from ECC

3. Choose Continue.

4. In the Insert Start Process window, choose Create. In the Start Process window, enter the following values:


Process variants YDP_DATA_LOAD_PRE_ECC

Long description Data Load and Preparation from ECC

5. Choose Enter, then choose Save

6. In the Create Object Directory Entry window, choose Local Object, Go back then choose Continue.

7. In the Process Chain Maintenance Modified Version window, the starting process is now visible.

8. Choose Process Type.

9. Now add the 2nd step of the process chain. Expand the node:General Services. Choose the process type: Local Process Chain.

10. In the prompt Insert Local Process Chain window, choose the process chain ZBPR_Y93_ZDPA_PC01 using F4 input help and choose continue. The selected job is now on the right screen area.

11. Repeat step 7- 8 to add the other two process chains: ZBPR_Y93_ZDPA_PC02, and YDP_LOAD_PRE.


Make sure the process chain for master data load is executed before process chain for transaction data load.


3.4.2.2 Schedule Process Chain – Data Load and Preparation from ECC

Use

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Normally you need to load data and do preparation at the beginning of each planning cycle, for example, at the beginning of each month. So you would schedule this process chain to run periodically. You also would manually trigger this process chain when necessary.

Procedure1. Choose the Process Chain you just created, and make sure you are in the change mode.

2. Choose Start Job.

3. On the Maintain Start Process screen, choose Change Selections.

4. On the Start Time screen, if you want to manually trigger this process chain, choose Immediate (Immediate start checkbox is selected).

5. Or if you want to run periodically, you choose Date/Time, and specify the date, time and Period values.

Here, you choose to manually trigger by default. You could run periodically if necessary.

6. On the Start Time screen, choose Save.

7. On the Maintain Start Process screen, choose Save and Go back.

3.4.3 Process Chain – Data Load and Preparation from Flat File

UseInstead from ECC, this process chain is used to upload data from flat file. After that you can make preparation at APO side for further demand planning in DP. It includes 2 process chains, load data from flat file, and make preparation in APO side.

PrerequisitesThe following process chains have been maintained.

Data Load from Flat File

Data Preparation

3.4.3.1 Create Process Chain – Data Load and Preparation from Flat File




2. In the Process Chain Display Planning View, choose Create and enter values as follows:


Process chain YDP_DATA_LOAD_PRE_EX

Long description DPA – Data Load and Preparation from Excel

3. Choose Continue.

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4. In the Insert Start Process window, choose Create. In the Start Process window, enter the following values:


Process variants YDP_DATA_LOAD_PRE_EX

Long description Data load and preparation from Excel


6. In the Create Object Directory Entry, choose Local Object, Go back then choose Continue.



9. Now add the 2nd step of the process chain. Expand the node:General Services. Choose process type: Local Process Chain.

10. In the Insert Local Process Chain window, choose the process chain YDP_DATA_LOAD_FLAT using F4 input help and choose continue. The selected job is now on the right screen area.

11. Repeat the steps 7 - 8 to add the other process chain YDP_LOAD_PRE.

12. Now link these jobs by the same sequence they are created by selecting the start job and dragging a line to the linked job.


3.4.3.2 Schedule Process Chain – Data Load and Preparation from Flat File

Refer to the steps described in chapter 3.4.2.2.

3.4.4 Process Chain – Forecast

PrerequisitesThe following macros have been maintained:

Initialize value: calc to corrected historical sales

Copy stat. fcst to man. fcst

3.4.4.1 Create Activities – Forecast


Transaction Code /SAPAPO/MC8T


2. On the Activity screen, make the following entries:


Activity YDP_FC1 Your activity name

Description Macro: Calculate Corrected Sales History

Your activity description

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4. On the next Activity screen, maintain the data according to the following table:





6. Choose macro ‘INITIAL VAL: CALC TO CORR HIST SALES’ from the drop list. Then choose Adopt Current Action button. The macro will be shown at the List of Actions area.

7. Choose Save.

8. Now create the 2nd activity used for forecasting run. Second activity:


Activity YDP_FC

Description Forecasting


10. On the next Activity screen, make the following entries:




11. Choose the Forecast tab page at the bottom of the screen, maintain the data according the following table:


Comment

Profile Selection

Master Prfl YDP_MFP F4 input help

Control Parameters

Generate alerts X

Delete old alerts before forecast X

12. Choose Select Messages, on the Selection of Storage-Sensitive Forecast Errors screen, select all error messages.

13. Choose Adopt Current Action. The forecast profile is shown at the List of Actions area.

14. Choose Save.

15. Now create the 3rd activity which include a macro to copy the statistical forecast to manual forecast key figure, In the screen Activity, maintain the data according to the table below:


Activity YDP_FC2 Your activity name

Description Macro: Copy stats fcst to manual fcst

Your activity description


17. On the next Activity screen, maintain the data according to the table below:



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19. Choose Macro ‘COPY STAT. FCST TO MAN. FCST’ from the drop list next to the Macro radio button. Choose Adopt Current Action button. The macro is shown in the List of Actions area.

20. Choose Save.

3.4.4.2 Create Planning Jobs – Forecast




2. Enter values according to the following table:


Job number YDP_FC1

Job name Initialize Corrected Sales

3. Choose Execute.

4. On the next Create Planning Job screen, maintain values according the following table:




Version 001

5. Choose Execute,

6. On the next Create Planning Job screen, maintain values according to the following table:



Activity YDP_FC1 The activity you have created




Chars


7. Choose Aggregation level, in the Choose chars dialog box, select all characteristics except navigation attributes. Then choose Continue.

8. Choose Save.

9. Now create the 2nd job for the forecasting. Repeat step 2 – 4 with Job Name YDP_FC Description Forecasting, then assign activity YDP_FC to this planning job.

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10. Choose Aggregation level, in the Choose chars dialog box, select only product and location characteristics. Then choose Continue.

Here, the forecast is running at product and location level, which is then automatically disaggregated to the lowest level.

11. Choose Save.

12. Now, create the 3rd job. Repeat the steps 2 – 6 with Job Name YDP_FC2 Description Copy stats fcst to manual fcst, then assign the activity YDP_FC2 to this planning job

3.4.4.3 Create Process Chain – Forecast




2. In the Process Chain Display Planning View, choose Create and make the following entries:


Process chain YDP_FORECASTING

Long description YDP - Forecasting

3. Choose Continue.

4. In the Insert Start Process window, choose Create. In the prompt Start Process window, make the following entries:


Process variants YDP_FORECASTING

Long description Forecasting

Choose Enter, then choose Save.

5. In the Create Object Directory Entry, choose Local Object, go back then choose Continue.



8. Now add the 2nd step of the process chain. Expand the node: SCM – Demand Planning. Choose process type: DP Background Processing.

9. In the Insert DP Background Processing window, choose the job YDP_FC1 you created before using F4 input help and choose continue. The selected job is now on the right screen area.

10. Now add the 3rd step of the process chain. Chooseprocess type: DP Background Processing under the node: SCM – Demand Planning.

11. In the Insert DP Background Processing window, choose the job YDP_FC you created before and choose continue. The selected job is now on the right screen area.

12. Now add the 4th step of the process chain. Chooseprocess type: DP Background Processing under the node: SCM – Demand Planning.

13. In the prompt Insert DP Background Processing window, Select the job YDP_FC2 you created before and choose continue. The selected job is now on the right screen area.

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3.4.4.4 Schedule Process Chain – Forecast

UseNormally you need to run forecast for each planning cycle, for example, each month. You would manually trigger this process chain when necessary. You would also schedule this process chain to run periodically

ProcedureRefer to the steps described in chapter 3.4.2.2.

3.4.5 Process Chain – Consolidate

UsePurpose of this process chain is to consolidate the local adjustments, additional demand key figure for the central planner to calculate the final demand plan.

PrerequisitesMacro listed below has been maintained.

Copy stat. fcst to man. fcst

Determine KF FORECAST ADJ.CENTRAL

Calc. Demand Plan

3.4.5.1 Create Activities – Consolidate




2. In the screen Activity, maintain the data according to the table below:


Activity YDP_CONS Your activity name

Description Macro: Consolidate fcst data Your activity description

Then choose Create.

3. In the next screen Activity, maintain the data according to the table below:




4. Select the Macro tab page at the bottom of the screen. Three actions are to be defined within this activity.

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5. Choose macro ‘Copy stat fcst to man. fcst’ from the drop list next to the Macro radio button. Choose Adopt Current Action button. The macro is shown at the List of Actions area.

6. Choose the down pushbutton to go to next action button to add the 2nd action. Choose macro ‘DETERMINE KF FORECAST ADJ. CENTRAL’ from the drop list. Choose Adopt Current Action. The 2nd macro is shown at the List of Actions area.

7. Choose the down pushbutton to go to next action button to add the 3rd action. Choose macro ‘Calc. Demand Plan’ from the drop list. Choose Adopt Current Action button. The 3rd macro is shown at the List of Actions area.

8. Choose Save.

3.4.5.2 Create Planning job – Consolidate




2. On the Create Planning Job screen, make the following entries :


Job number YDP_CONS

Job name Macro: Consolidating

3. Choose Execute.





Version 001

5. Choose Execute,




Activity YDP_CONS The activity you have created




Chars


9. Choose Aggregation level, in the Choose chars screen, select all characteristics except the navigation attributes. Then choose Continue.

10. Choose Save. Then go back.

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3.4.5.3 Create Process Chain – Consolidation




2. On the process chain maintenance planning screen, choose Create, then make the following entries:


Process chain YDP_CONSOLIDATING

Long description YDP - Consolidate

3. Choose Continue

4. In the Insert Start Process window, choose Create. In the Start Process window, enter values as follows:


Process variants YDP_CONSOLIDATING

Long description Consolidating

5. Choose Enter, then choose Save.

6. In the Create Object Directory Entry, choose Local Object, Go back then choose Continue. In the Process Chain Maintenance Modified Version window, the starting process is now visible.


8. Expand the node: SCM – Demand Planning. Choose process type: DP Background Processing

9. In the Insert DP Background Processing window, choose the job YDP_CONS you created before and choose continue. The selected job is now on the right screen area.

10. Link the starting process to this job, by selecting the start job and dragging a line to the previous selected job, choose …successful in the Action for… dialog box.


3.4.5.4 Schedule Process Chain – Consolidation

UseNormally, you need to do this consolidation after forecasting and manual adjusting. You would manually trigger this process chain when necessary. You would also schedule this process chain to run periodically.


3.4.6 Process Chain – Release Demand Plan to SAP ECC

Use

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This process chain supports the process to release the demand plan to SAP ECC, based on a transfer profile. You take this step if you want to release final demand plan to ECC. Ignore it if you want to release final demand plan to APO SNP for further planning.

3.4.6.1 Create Transfer Profile

UseBefore the activity can be created, you have to create a transfer profile, which is to be used for transferring your forecast results to SAP ECC Demand Management. In the transfer profile, you also define which key figure is to be transferred.


2. In the Transfer Profile window, maintain value as follows:


Transfer Prfl. YDP_RLECC Your transfer profile name


4. In the Transfer Profile window, maintain the values as follows:


APO


Key FigureZY93_BK12

The key figure you want to transfer back to ECC


APO Extras

Product Char.ZY93_BC01

Optional. If you do not make an entry, system uses the characteristic 9AMATNR.

Location Char.ZY93_BC03

Optional. If you do not make an entry, system uses the characteristic 9ALOCNO.

R/3

Requirement Type

Optional

You do not need to make an entry in this field if the product master records in R/3 contain an MRP group and if each of these MRP groups has been assigned a strategy group in R/3 Customizing. The system determines the requirements type from the main planning strategy that is contained in each strategy group.

Version00

ID of the SAP ECC demand program to which you wish to transfer.

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Transaction code /SAPAPO/MC8U

SAP SCM Menu Demand Planning ® Environment ® Maintain Transfer Profiles


Active X checked

5. Choose Save.

3.4.6.2 Create Activities – Release Demand Plan to SAP ECC

UseWith this step you define which action takes place, for example, a transfer to the SAP ECC system, when you create and schedule the respective job.




2. In the Activity screen, maintain the data according to the table below:


Activity YDP_RLECC Your activity name

Description Release DP to ECC Your activity description


4. In the next Activity screen, maintain the data according to the table below:




5. Select the R/3 Transfer Prfl. tab page in the lower screen area.

6. Enter the name of your transfer profile YDP_RLECC and choose Enter. The settings of your transfer profile are displayed. Choose Adopt Current Action, then action “R/3 Transfer” with action counter 1 is automatically inserted in the activity.

7. Choose Save.

3.4.6.3 Create Planning job – Release Demand Plan to ECC




2. Enter values as follows:


Job number YDP_RLECC

Job name Release DP to ECC

3. Choose Execute.

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Version 001

5. Choose Execute.




Activity YDP_RLECC The activity you have created




Chars


7. Choose Aggregation level, in the Choose chars screen, select only ZY93_BC01 (Product) and ZY93_BC03 (Location) characteristics. Then choose Continue.

8. Choose Save. Then choose Back.

3.4.6.4 Create Process Chain – Release DP to ECC




2. In the process chain maintenance planning view, choose Create and enter values as follows:


Process chain YDP_RLECC

Long description DPA – Release DP to ECC

Choose Continue.

3. In the Insert Start Process window, choose Create. In the prompt Start Process window, enter values as follows:


Process variants YDP_RLECC

Long description Release DP to ECC

Choose Enter, then choose Save

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4. In the Create Object Directory Entry, choose Local Object, go back then choose Continue. In the Process Chain Maintenance Modified Version window, the starting process is now visible.

5. Choose Process Types.


7. In the Insert DP Background Processing window, choose the job YDP_RLECC you created before and choose Continue. The selected job is now on the right screen area.



3.4.6.5 Schedule Process Chain – Release Demand Plan to SAP ECC

UseNormally, you need to release demand plan result to SAP ECC at the end of each planning cycle. You would manually trigger this process chain when necessary. You would also schedule this process chain to run periodically.


3.4.7 Process Chain – Release Demand Plan to APO-SNP

UseThis process chain supports the process to release the demand plan to APO-SNP, based on a release profile. You take this step if you want to release final demand plan to SNP for further planning.

Ignore this step if you want to release final demand plan to ECC.

3.4.7.1 Create Release Profile

UseBefore the activity can be created, you have to create a release profile.


2. In the Release Profile window, maintain value as follows:


Release Profile YDP_RLSNP Your release profile name


4. In the detail Release Profile window, maintain the values as follows:


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Transaction code /SAPAPO/MC8S

SAP SCM Menu Demand Planning ® Environment ® Maintain Release Profiles


Basic Settings


Key FigureZY93_BK12

The key figure you want to release to SNP


Extras

Daily Bkts Prfl

9ADRPDEFAULT

Optional. Enter a planning buckets profile containing days if you wish the demand plan to be released in daily buckets

Category FA

Product Char.ZY93_BC01

Optional. If you do not make an entry, system uses the characteristic 9AMATNR.

Location Char.ZY93_BC03

Optional. If you do not make an entry, system uses the characteristic 9ALOCNO.

Strategy 20 Planning with final assembly

Create new orders X checked

5. Choose Save.

3.4.7.2 Create Activities – Release Demand Plan to APO-SNP

Procedure1. Now the activity can be created. To access the activity, use one of the following

navigation options:



2. On the Activity screen, maintain the data according to the table below:


Activity YDP_RLSNP Your activity name

Description Release DP to SNP Your activity description


4. On the next Activity screen, maintain the data according to the table below:




5. Choose the Release Prfl. tab page at the bottom of the screen. Maintain the value as follows:


Release Profile YDP_RLSNP Your release profile

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6. Choose Enter.

7. Choose Adopt Current Action, then action Release with action counter 1 is automatically inserted in the activity.

8. Choose Save.

3.4.7.3 Create Planning job – Release Demand Plan to SNP




2. Enter values as follows:


Job number YDP_RLSNP

Job name Release DP to SNP

3. Choose Execute.





Version 001

5. Choose Execute.

6. On the next Create Planning Job screen, maintain the values according to the following table:



Activity YDP_RLSNP The activity you have created




Chars


7. Choose Aggregation level, on the Choose chars screen, select the characteristics for Product and Location. Then choose Continue.

8. Choose Save.

3.4.7.4 Create Process Chain – Release DP to SNP

Procedure

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2. In the process chain maintenance planning view, cchoose Create and enter values as follows:


Process chain YDP_RLSNP

Long description DPA – Release DP to SNP

3. Choose Continue.

4. In the Insert Start Process window, choose Create. In the Start Process window, enter values as follows:


Process variants YDP_RLSNP

Long description Release DP to SNP





9. In the pop up Insert DP Background Processing window, choose the job YDP_RLSNP you created before and choose continue. The selected job is now on the right screen area.


11. Choose Activate to make the process chain active. On the Create Object Directory Entry screen, choose Local Object.

3.4.7.5 Schedule Process Chain – Release Demand Plan to APO-SNP

UseNormally, you need to release demand plan result to SAP SNP at the end of each planning cycle. You would manually trigger this process chain when necessary. You would also schedule this process chain to run periodically.


3.4.8 Process Chain – Backup Historical Data Correction

Use

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This process chain is used to back up the corrected history key figure into a backup InfoCube. You can run this process chain based on your planning cycle, for example each month. Then this backup InfoCube can be used for reporting and analysis purposes.

3.4.8.1 Generate Backup InfoCube for Corrected history

UseFirst, you need to generate an InfoCube, which is used to backup the corrected history data. The InfoCube is generated based on the planning area. Only extract historical related key figures.



SAP Menu Advanced Planning and Optimization à Demand Planning à Environment à Administration of Demand Planning and Supply Network Planning

2. Choose Planning Area YDP_PA.

3. Choose the menu path Extras à Data Extraction Tools.

4. On the DP/SNP Data Extraction screen, choose Generate DataSource, on the Generate export data source screen, enter DataSource name YDP_PA_DS02.

5. Choose Execute.

6. Choose Yes if the message Multiple DataSources for a planning object structure appears.

7. On the DataSource: Cusomer version Edit screen, hide the key figures except those from the following list:

InfoObject ID Short text





ZY93_BK91 Corrrected History without additional demand

UNIT Unit of measure

8. Choose Save.

9. On the DP/SNP Data Extraction screen, choose Data backup and dhoose Generate InfoCube from the planning area, input the following values:

Field name User actions and values Comments

InfoCube ZY93_IC03

Description Backup YDP_PA - Corrected history

InfoArea ZBPR_Y93_DPA_IA01

10. Choose Execute.

11. Choose Yes on the Check window to include the proportional factor in the InfoCube.

12. Choose Continue in the Display logs window. Then Exit.

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ResultThe backup InfoCube for corrected historical sales data has been generated.

3.4.8.2 Change Backup InfoCube for Corrected history

UseHere, you create new dimensions for the InfoCube, then you put each characteristic to the corresponding dimension.


Transaction Code RSA1

SAP Menu Advanced Planning and Optimization à Demand Planning à Environment à Data Warehousing Workbench

2. In the Data Warehousing Workbench: Modeling window, choose InfoProvider from the Modeling section, expand InfoArea ZBPR_Y93_DPA_IA01 and choose InfoCube ZY93_IC03.

3. Change to change mode and select the folder Dimensions Folder at the right side of the screen. Right-click dimension ZY93_IC031 and choose Properties. Change the description to Product and confirm.

4. Right-click dimension ZY93_IC03T and choose Properties. Change the description to Time and confirm.

5. Right-click the folder Dimensions and choose Create New Dimensions

Give a description for the dimension. The extra dimensions to be created are as follows:

Customer

Location

Region

Sales Org

Version

Created on

6. Choose Save.

7. Follow the table below to move the characteristics under dimension Product to the corresponding dimensions by drag and drop:

Dimension InfoObject ID Description

Time 0CALMONTH Calendar year/month

0CALYEAR Calendar year

Product ZY93_BC01 Product


Customer ZY93_BC04 Customer

Location ZY93_BC03 Location

Region ZY93_BC05 Region

Sales Org ZY93_BC06 Sales Organization

Version 9AVERSION APO Planning Version

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8. Right-click dimension Created on and choose InfoObject Direct Input. Input the following values:

InfoObject ID Description

0CREATEDON Date on which the record was created

9. Select the folder "Key Figures" and remove all key figures that are not part of the datasource YDP_PA_DS02.

10. Choose Activate to activate the InfoCube.

6. Choose Local Object if the Create Object Directory Entry dialog box appears.

3.4.8.3 Create Transformation, DTP and InfoPackage




2. In the left part of the Administrator Workbench: Modeling screen, in the Modeling section, choose Source System.

3. Right-click your source system, for example, SH1CLNT185, choose Replicate DataSources in the context menu. Select the as DataSource(RSDS) radio button if the Data Source from Source System Unknown dialog box appears. A background job is triggered. Check in the job overview that this job has finished before proceeding to the next step.

4. On the Administrator Workbench screen, you are still in the source system view. Right-click the source system SH1CLNT185 and choose Display DataSources Tree in the context menu.

5. Choose the DataSources 9AYDP_ PA_DS02 you have just created.

6. Choose Change Mode.

7. Choose Active DataSource. Choose Local Object if the Create Object Directory Entry screen appears.

8. In the left part of the Administrator Workbench: Modeling screen, in the Modeling section, choose InfoProvider.

9. Expand InfoArea ZBPR_Y93_DPA_IA01 and right-click InfoCube ZY93_IC03, Choose Create Transformation….in the context menu.

10. In the Create Transformation dialog box, enter the value as follows:


Source of the Transformation

Object Type DataSource From the drop list

DataSource 9AYDP_PA_DS02

Source System for example SH1CLNT185

11. Choose Create Transformation.

12. On the Transformation Create screen, drag the line between two tables (if they are linked automatically, then just have a check and skip this step):

Source Field Target Field

CALMONTH 0CALMONTH

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CALYEAR 0CALYEAR

/BIC/ZY93_BC01 ZY93_BC01






/BI0/9AVERSION 9AVERSION

/BIC/ZY93_BK01 ZY93_BK01





UNIT ZY93_BK01, ZY93_BK04, ZY93_BK05, ZY93_BK06

13. On the Transformation Create screen, in the right target table, choose the row 0CREATEDON.

14. In the Rule Details window, choose Formula from the drop down list for the Rule Type field and choose Change rule

15. In the prompt window, find SYST-DATUM Current Date from the field list and choose it. The Current Date is written at the formula area.

16. Choose Back.

17. Choose Transfer Values

18. Choose Activate to activate the transformation. Choose Yes if Log Display window prompt. Choose Local Object if the Create Object Directory Entry screen appears.

19. Right-click Data Transfer Processes under InfoCube ZY93_IC03 again and choose Create Data Transfer Processes…in the context menu, enter the value below and confirm the dialog:

Field name User actions and values

Data Transfer Proc. 9AYDP_PA_DS02 / SH1CLNT185 à ZY93_IC03/Delta

DTP Type Standard(Can be Scheduled)

Object Type DataSource


Source System SH1CLNT185

20. Choose Continue.

21. Choose Activate Data Transfer Process. Choose Local Object if the Create Object Directory Entry screen appears.

22. Expand the Data Transfer Processes 9AYDP_PA_DS02 / SH1CLNT185 à ZY93_IC03/Delta, right-click DataSource 9AYDP_PA_DS02, choose Create InfoPackage…. in the context menu.

23. In the Create InfoPackage window, enter InfoPackage description ZBPR_Y93_9AYDP_PA_DS02_IP01_F, and choose Save. Choose Local Object if the Create Object Directory Entry screen appears.

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24. At Schduler (Maintain InfoPackage) window, select Data Selection tab page, enter 001 for from value of /BI0/9AVERSION.

25. Choose Save and Exit.

3.4.8.4 Create Process Chain – Corrected History Back UP




2. In the Process Chain Maintenance Planning View, choose Create and enter values as follows:


Process chain YDP_BU_CORR_HIST

Long description YDP – Backup Corrected History Sales

3. Choose Continue

4. In the Insert Start Process window, choose Create.


Process variants YDP_BU_CORR_HIST

Long description Backup Corrected History Sales




8. Expand the node Load Process and Post-Processing. Choose Execute InfoPackage and select the InfoCube for Corrected Historical Data Back-up in the Insert Execute Infopackage window and choose Continue.

9. The data transfer process 9AYDP_PA_DS02 / SH1CLNT185 -> ZY93_IC03/Delta is automatically inserted in the process chain view. The selected job is now on the right screen area.

10. Link the starting process to the Load Data job, by selecting the start job and dragging a line to the Load Data job, choose …successful in the Action for… dialog box. Then link the Load Data job to Data Transfer Process job, choose …successful in the Action for… dialog box.

11. Choose Save.


3.4.8.5 Schedule Process Chain – Backup Historical Data Correction

UseNormally, you need to backup historical data correction for report and analysis purpose. You would manually trigger this process chain when necessary.

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3.4.9 Process Chain – Backup Forecasting

UseThis process chain is used to save the forecast key figure into a backup InfoCube. You can run this process chain based on your planning cycle, for example each month. Then this backup InfoCube can be used for reporting and analysis purpose.

3.4.9.1 Generate Backup InfoCube for Forecasting Result

UseFirst, you need to generate an InfoCube which is used to backup the forecasting result. The InfoCube is generated based on the planning area, only extract forecast related key figures.




2. Choose the planning area YDP_PA.


4. On the DP/SNP Data Extraction screen, and choose Generate DataSource, on the Generate export data source screen, enter DataSource name YDP_PA_DS01.

5. Choose Execute.

6. Choose Yes if the Multiple DataSource for a planning object structure screen appears.

7. On the DataSource: Customer version Edit screen, hide key figures except list below:









8. Choose Save.

9. Choose Back.

10. On the DP/SNP Data Extraction screen, choose Data backup and Choose Generate InfoCube from planning area, input the following values:


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InfoCube ZY93_IC02

Description Backup YDP_PA – Forecast result


11. Choose Execute.

12. Choose Yes on the Check window to include the proportional factor in the Infocube.

13. Choose Continue on Display logs window. Then Exit.

ResultThe backup InfoCube for forecast result data has been generated.

3.4.9.2 Change Backup InfoCube for Forecast Result

UseHere you create new dimensions for the InfoCube, then put each characteristics to corresponding dimension.




2. In the Data Warehousing Workbench: Modeling window, choose InfoProvider from the Modeling section, expand InfoArea ZBPR_Y93_DPA_IA01 and choose InfoCube ZY93_IC02.

3. Go to change mode and select the folder Dimensions Folder at the right side of the screen. Right-click dimension ZY93_IC021 and choose Properties. Change the description to Product and confirm.

4. Right-click dimension ZY93_IC02T and choose Change Description. Change the description to Time and confirm.

5. Right-click the folder Dimension and choose Create New Dimensions


Customer

Location

Region

Sales Org

Version

Created on

6. Choose Save.

7. Follow the table below to add the characteristics to the corresponding dimensions by drag and drop:





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8. Right-click dimension Created on and choose InfoObject Direct Input. Insert the following values, and choose enter.



9. Select the folder Key Figures and remove all key figures that are not part of the datasource YDP_PA_DS01.



3.4.9.3 Create Transformation, DTP and Infopackage



SAP Menu Information Systems à Business Information Warehouse à Modeling à RSA1 - Data Warehousing Workbench: Modeling

2. In the left part of the Administrator Workbench: Modeling window, in the Modeling section, choose Source System.

3. Right-click your Source system, for example, SH1CLNT185, choose Replicate DataSource in the context menu. Select the as DataSource(RSDS) radio button if the Data Source from Source System Unknown dialog box appears. A background job is triggered. Check in the job overview that this job has finished before proceeding to the next step.

4. In the Administrator Workbench screen, you are still in the source system view. Right-click the source system SH1CLNT185 and choose Display DataSources Tree in the context menu.

5. Choose the DataSources 9AYDP_ PA_DS01 you have just created.


7. Choose Active DataSource. Choose Local Object if the Create Object Directory Entry screen appears.


9. Expand InfoArea ZBPR_Y93_DPA_IA01 and right-click InfoCube ZY93_IC02, choose Create Transformation….in the context menu.

10. In the Create Transformation dialog box, enter the value as below:



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Source System e.g. SH1CLNT185

11. Choose Start Transformation.

12. On the Transformation Create screen, drag the line between two tables (if they are linked automatically, then just check and skip this step):


CALMONTH 0CALMONTH

CALYEAR 0CALYEAR













13. On the Transformation Create screen, in right target table, choosethe row 0CREATEDON.

14. On the Rule Details window, choose Formula from drop list for Rule Type field and choose Change rule

15. In the prompt window, find SYST-DATUM Current Date from the field list and chooseit, Current Date is written at the formula area.

16. Choose Back.

17. Choose Transfer Values.

18. Choose Activate to activate the transformation. Choose Yes if the Log Display window appears. Choose Local Object if Create Object Directory Entry screen appears.

19. Right-click Data Transfer Processes under InfoCube ZY93_IC02 again and choose Create Data Transfer Processes…in the context menu, enter the values below and confirm the dialog:


Data Transfer Proc. 9AYDP_PA_DS01 / SH1CLNT185 -> ZY93_IC02/Delta






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22. Expand the Data Transfer Processes 9AYDP_PA_DS01 / SH1CLNT185 -> ZY93_IC02/Delta, Right-click DataSource 9AYDP_PA_DS01, choose Create InfoPackage…. in the context menu.

23. In the Create InfoPackage window, enter InfoPackage description ZBPR_Y93_9AYDP_PA_DS01_IP01_F, and choose Save. In the Schduler (Maintain InfoPackage) window, select the Data Selection tab page, enter 001 for from value of /BI0/9AVERSION.


3.4.9.4 Create Process Chain - Forecast Backup




2. In the process chain maintenance planning view, choose Create and enter values as follows:


Process chain YDP_BU_FORECAST

Long description DPA – Backup Forecast

3. Choose Continue.



Process variants YDP_BU_FORECAST

Long description Back Up Forecast

5. Choose Enter, then choose Save .

6. In the Create Object Directory Entry, choose Local Object, go back then choose Continue.



9. Choose Delete Index under the node Data Target Administration. In the Insert Delete Index window, choose Create. Then enter Process Variant YDP_BACKUP_ZY93_IC02_IDX and Long descriptio ZY93_IC02 Index, then choose Continue.

10. In the Process Maintenance: Delete Index window, choose InfoCube from the drop list. Then use F4 input help for Object Name, choose your InfoCube ZY93_IC02.

11. Choose Save. In the Create Object Directory Entry, choose Local Object, Go back then choose Continue.

12. Two jobs for Delete Index and Create Index are show.

13. Expand the node Load Process and Post-Processing. Choose Execute InfoPackage and select Forecast InfoCube(ZBPR_Y93_9AYDP_PA_DS01_IP01_F) in the Insert Execute Infopackage window and choose Continue. If Display More Chain window pop up, choose No.

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14. The Data Transfer Process 9AYDP_PA_DS01 / SH1CLNT185 -> ZY93_IC02/Delta is automatically inserted in the process chain view. The selected job is now on the right screen area.

15. Link the starting process to the Load Data job, by selecting the start job and dragging a line to the Load Data job, choose …successful in the Action for… dialog box. Link the Load Data job to Delete Indexes job, choose …successful in the Action for… dialog box. Link the Delete Indexes job to Data Transfer Process job, choose …successful in the Action for… dialog box. Finally link the Data Transfer Process job to Create Index job, choose …successful in the Action for… dialog box.

16. Choose Save.


3.4.9.5 Schedule Process Chain – Forecast Back up

UseNormally, you need to back up forecast results at the end of each planning cycle for report and analysis purposes. You would manually trigger this process chain when necessary.


3.4.10 Process Chain – Daily Backup Manual Changes

UseThis process chain is used for daily backup all manual changes which done in the planning process, for example, sales historical data correction, manual forecast, and etc.

Compared with the backups we describe in the next 2 chapters, this daily backup is mainly used for data restore purpose, to avoid data loss.

3.4.10.1 Generate Daily Backup InfoCube for Manual Changes

UseFirst, you need to generate an InfoCube which is used to daily backup the manual changes the planners has done in the planning process. The InfoCube is generated based on the planning area, only extract those key figures which would be changed manually.




2. Choose Planning Area YDP_PA.


4. On the DP/SNP Data Extraction screen, choose Generate DataSource, on the Generate export data source screen, enter DataSource name YDP_PA_DS04.

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5. Choose Execute.

6. Choose Yes if the Multiple DataSources for a planning object structure screen appears.

7. On the DataSource: Cusomer version Edit screen, hide the key figures except the following ones:

InfoObject ID Short text








8. Choose Save.

9. On the DP/SNP Data Extraction screen, choose Data backup and Choose Generate InfoCube from planning area, input the following values:


InfoCube ZY93_IC04

Description Daily Backup YDP_PA – Manual Changes


10. Choose Execute.

11. Choose Yes in the Check window to include the proportional factor in the Infocube.

12. Choose Continue in the Display logs window. Then Exit.

ResultThe daily backup InfoCube for manual changes has been generated.

3.4.10.2 Change Daily Backup InfoCube for Manual Changes

UseHere you create new dimensions for the InfoCube, then put each characteristics to the corresponding dimension.




2. In the Data Warehousing Workbench: Modeling window, choose InfoProvider from the Modeling section, expand InfoArea ZBPR_Y93_DPA_IA01 and chooseInfoCube ZY93_IC04.

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3. Change to change mode and select the folder Dimensions Folder at the right side of the screen. Right-click dimension ZY93_IC041 and choose Properties. Change the description to Product and confirm.

4. Right-click dimension ZY93_IC04T and choose Properties. Change the description to Time and confirm.

5. Right-click folder Dimensions and choose Create New Dimensions


Customer

Location

Region

Sales Org

Version

Created on

6. Choose Save.

7. Follow the table below to move the characteristics under dimension Product to the corresponding dimensions via drag and drop:











7. Right-click dimension Created on and choose InfoObject Direct Input. Input the following values:



8. Select the folder "Key Figures" and remove all key figures that are not part of the datasource YDP_PA_DS04.



3.4.10.3 Create Transformation, DTP and InfoPackage




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2. In the left part of the Administrator Workbench: Modeling screen, in the Modeling section, choose Source System.

3. Right-click your Source system, for example, SH1CLNT185, choose Replicate DataSources in the context menu. Select the as DataSource(RSDS) radio button if the Data Source from Source System Unknown dialog box appears. A background job is triggered. Check in the job overview that this job has finished before proceeding to the next step.

4. In the Administrator Workbench screen, you are still in the source system view. Right-click the source system SH1CLNT185 and choose Display DataSources Tree in the context menu.

5. Choose the DataSources 9AYDP_ PA_DS04 you just created before


7. Choose Active DataSource. Choose Local Object if Create Object Directory Entry screen appears.


9. Expand InfoArea ZBPR_Y93_DPA_IA01 and Right-click InfoCube ZY93_IC04, Choose Create Transformation….in the context menu.

10. In the Create Transformation dialog box, enter the value as below:





Source System e.g. SH1CLNT185

Choose Create Transformation.

11. On the Transformation Create screen, drag the line between two tables (if they are linked automatically, then just check and skip this step):


CALMONTH 0CALMONTH

CALYEAR 0CALYEAR














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12. On the Transformation Create screen, in right target table, choose the row 0CREATEDON.

13. On the Rule Details window, choose Formula from drop list for Rule Type field and choose Change rule.

14. In the window, find SYST-DATUM Current Date from the field list and choose it. Current Date is written at the formula area.

15. Choose Back.

16. Choose Transfer Values.

17. Choose Activate to activate the transformation. Choose Yes if the Log Display window appears. Choose Local Object if the Create Object Directory Entry screen appears.

18. Right-click Data Transfer Processes under InfoCube ZY93_IC04 again and choose Create Data Transfer Processes…in the context menu, enter the value below and confirm the dialog:


Data Transfer Proc. 9AYDP_PA_DS04 / SH1CLNT185 -> ZY93_IC04/Delta







21. Expand the Data Transfer Processes 9AYDP_PA_DS04 / SH1CLNT185 -> ZY93_IC04/Delta, Right-click DataSource 9AYDP_PA_DS04, choose Create InfoPackage…. in the context menu.

22. In the Create InfoPackage window, enter InfoPackage description ZBPR_Y93_9AYDP_PA_DS04_IP01_F, and choose Save. Choose Local Object if Create Object Directory Entry screen appears.

23. At Schduler (Maintain InfoPackage) window, select Data Selection tab page, enter 001 for from value of /BI0/9AVERSION.


3.4.10.4 Create Process Chain – Daily Back UP Manual Changes




2. In the Process Chain Maintenance Planning View, choose Create and enter values as follows:


Process chain YDP_BU_DAILY_CHANGE

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Long description YDP – Daily Backup Manual Changes

3. Choose Continue



Process variants YDP_BU_DAILY_CHANGE

Long description Daily Backup Manual Changes




8. Expand the node Load Process and Post-Processing. Choose Execute InfoPackage and select the InfoCube for Daily Back-up Manual Changes in the Insert Execute Infopackage window and choose Continue.

The data transfer process 9AYDP_PA_DS04 / SH1CLNT185 ® ZY93_IC04/Delta is automatically inserted in the process chain view. The selected job is now on the right screen area.

9. Now add the 3rd step of the process chain. Choose process type: Complete Deletion of Data Target Contents under the node: Data Target Administration.

10. In the Insert Complete Deletion of Data Target Contents window, choose Create.

11. In the Complete Deletion of Data Target Contents window, enter Process Variants YDP_DEL_CUBE, and Long Description YDP – Delete InfoCube. Choose Enter.

12. In the Process Maintenance: Complete Deletion of Data Target Contents window, in the Object Type field, choose InfoCube from the droplist. In the Object Name field, choose F4 and choose ZY93_IC04, then choose Transfer Selections.

13. In the Process Maintenance: Complete Deletion of Data Target Contents window, choose Save.

14. In the prompted Create Object Directory Entry dialog box, choose Local Object, Go back then choose Continue. In the Process Chain Maintenance Modified Version window, the 3rd step is now visible.

15. Now add the 4th step of the process chain. Choose process type: Data Transfer Process under the node: Load Process and Post-Processing.

16. In the Insert Data Transfer Process window, choose Data Transfer Proc. 9AYDP_PA_DS04 / SH1CLNT185 -> ZY93_IC04/Delta with F4 input help. Choose Continue.

17. Now add the 5th step of the process chain. Choose process type: Deletion of Requests from PSA under the node: Other BW Processes.

18. In the Insert Deletion of Request from PSA window, choose Create.

19. In the Deletion of Requests from PSA window, enter Process Variants YDP_DEL_PSA, and Long Description YDP – Delete PSA.

20. In the Process Maintenance: Deletion of Requests from PSA window, enter the data as table below:



Src. system SH1CLNT185

Older Than (No. of Days/Date) 31.12.9999

21. Choose Save.

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22. In the prompted Create Object Directory Entry dialog box, choose Local Object, Go back then choose Continue. In the Process Chain Maintenance Modified Version window, the 5th step is now visible.

23. Now link these steps by the same sequence they are created, by selecting the start job and dragging a line to the linked job, choose …successful in the Action for… dialog box.

24. Choose Save.


3.4.10.5 Schedule Process Chain – Daily Backup Manual Changes

UseNormally, it is better to back up all your manual planning works every day. We recommend that you schedule this process chain as a daily job.


3.4.11 Grouping Process Chain

UseWith this activity, the user can group the process chains logically, and then can easily find and manage the process chains. Here we just give an example. You can group the process chains as your unique requirement.


Transaction Code RSPC

SAP Menu Demand Planning ® Environment ® Maintain Process Chains

2. Choose the Process Chain Data Preparation YDP_LOAD_PRE.

3. Choose Display/Change to make sure you are in the change mode.

4. Choose Display Components.

5. In the Assign Display Grouping dialog box, choose F4.

6. In the Selection dialog box, choose Create.

7. In the Creation of a Grouping dialog box, enter the following data:


Application comp. YDP_DP

Long description Steps within the black box DP

8. Choose Enter.

9. In the Assign Display Grouping dialog box, choose Enter.

10. In the Process Chain Maintenance Modified Version screen, choose Save.

11. Choose Process Chains to refresh the change.

12. Choose the Process Chain YDP_FORECASTING, choose Display Components.

13. In the Assign Display Grouping dialog box, choose F4.

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14. In the Selection dialog box, choose the Application Components YDP_DP you created in step 7.

15. Repeat step 12 to step 14 to assign the process chain YDP_DATA_LOAD_PRE_EX, YDP_DATA_LOAD_PRE_ECC, YDP_CONSOLIDATING, YDP_RLSNP, YDP_RLECC to the Application Components YDP_DP.

16. Repeat step 2 to step 15 to assign the other Process Chains to the corresponding Application Components. Follow the table below for maintenance:

Process Chain Application Components Long Description

YDP_BU_CORR_HIST

YDP_BACKUP

YDP - Backup and Data Management

YDP_BU_BU_FORECAST

YDP_BU_DAILY_CHANGE

YDP_DATA_LOAD_FLATYDP_TRANS_LOAD

YDP - Data Load (Transaction Data)

ZDPA_ECC_TRANS_DATA

ZBRP_Y93_ZDPA_PC01YDP_MASTER_LOAD

YDP - Data Load (Master Data)

YDP_LOAD_PREYDP_SUB

YDP – Sub Process Chain

3.5 Setting up Alert Profile (Optional)

3.5.1 Set Up Application-Specific Alert Profiles - APO Forecast Alert Profiles

UseMaintain this alert profile if you want to monitor forecast alerts for Demand Planning. The profile allows you to maintain a user-specific selection of alerts corresponding to your area of responsibility.

Prerequisites Optional: You have specified priorities for forecast alerts in Customizing. If you do

not specify priorities, the system issues all forecast alerts as warning messages, as standard.

In the Forecast Profile for Demand Planning, you have defined a diagnosis group. The diagnosis group contains the threshold values, which trigger an alert when they are exceeded. For Univariate forecasts these are always maximum values.


Transaction code /SAPAPO/AMON_SETTING

SAP SCM Menu Supply Chain Monitoring ® Current Settings ® Set Alert Monitor

2. In the Alert Profile Maintenance window, choose Create Profile.

3. In the Create Alert Monitor Profile window, enter the value as follows:


Category

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Application Profile X selected

Identification

Profile ID YDP_FP01

Description Forecate alert profile

AMO Application APO: Forecast Planning Choose from drop list

4. Choose Create.

5. In the Alert Profile Maintenance: Change <your alert profile name> window, choose the Selection tab page at the right side of the window, in the Select Alert Types section, expand the node Demand Planning – Forecast Alerts, maintain the value as the table below:

Alert Types Selection Information Warning Error

MAD upper limit exceeded X

MAPE upper limit exceeded X

Here you should choose the alert types based on the parameters you selected in your diagnosis group.

6. In the Object Selection section of the same screen, maintain the value as the table:


Object Selection

Planning Book YDP_PB_MASS_JOB The planning book name

Select the planning book for which the system should determine alerts. You can enter a selection restriction. If you enter a selection range for a specific characteristic, only those alerts will be displayed that have that particular characteristic. If you do not enter a selection, the system determines alerts for all selections in a planning book.

7. Choose Save. Expand the node APO: Forecast Planning at the left side of the window, then you can see the alert profile you just created.

3.5.2 Set Up Application-Specific Alert Profiles - APO Supply & Demand Planning Alert Profiles

UseMaintain this alert profile if you want to monitor macro-dependent alerts for Demand Planning. The profile allows you to maintain a user-specific selection of alerts corresponding to your area of responsibility.

Here we only focus on database alerts that have a better performance compared with dynamic alerts.

PrerequisitesYou should create a macro under a planning book and data view, in the macro, an alert will be generated if some conditions is met, for example, if the adjustment by the central planner varies from the manual forecast more than 30%.

Procedure

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SAP SCM Menu Supply Chain Monitoring ® Current Settings ® Set Alert Monitor




Category

Application Profile X selected

Identification

Profile ID YDP_SDP01

Description Macro alert profile

AMO Application APO: Supply & Demand Planning Choose from drop list

4. Choose Create.

5. In the Alert Profile Maintenance: Change <your alert profile name> window, choose the Selection tab page at the right side of the window, in the Select Alert Types section, expand the node SDP – Database Macro Alerts, maintain the value as the table below:

Alert Types Selection Comment

Requirements Planning – Macro Status Alerts X

6. In the Object Selection section of the same screen, maintain the value as the table:


Object Selection

Planning BookYDP_PB_CENTRAL_PLAN

Your planning book name

7. In the Database Alerts section of the same screen, maintain the value as follows:

Data View Selection Description Comment

YDP_DV_FC_REV YDP_MP_ALL_PROD_LOC Your selection

Here select the planning book and then data views for all the database or dynamic alerts for which you want the system to determine alerts.

If you want to choose all the database alerts for a planning book, enter a blank row in the selection area for data views.

8. Choose Save. Expand the node APO: Supply & Demand Planning at the left side of the window, then you can see the alert profile you just created.

In this project, we make an example for the macro-dependent alert. Please refer to Macro: Central adj/man. fcst > 30% BG COL = RE(Planning book: YDP_PB_CENTRAL_PLAN, Data View: YDP_DV_FC_REV). You would maintain the macro-dependent alert based on your specific business requirement.

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3.5.3 Set Up Overall Alert Profiles

UseMaintain this overall alert profile if you want to track alerts in APO Alert Monitor. The profile allows you to maintain a user-specific selection of alerts corresponding to your area of responsibility, and can be set up to track alerts by planning folder.

Procedure1. Access the transaction using one of the following navigation options:


SAP SCM menu Advanced Planning and Optimization ® Supply Chain Monitoring ® Current Settings ® Set Alert Monitor




Category

Overall Profile X selected

Identification

Profile ID YDP_OAP

Description Overall alert profile

4. Choose Create.

5. In the Alert Profile Maintenance: Change <your overall alert profile name> window, choose the Setting tab page at the right side of the window, maintain the value follows:

Field Name User action and values Comment


Period

Relative Time Interval X Selected

Months 12

Application-Specific Alert Profiles

Alert Profile for APO: Forecast Planning

YDP_FP01 Your forecast alert profile

Alert Profile for APO: Supply & Demand Planning

YDP_SDP01 Your supply & demand planning alert profile

6. Choose Save. Expand the node Overall Alert Profiles at the left side of the window. You can see the alert profile you just created.

3.5.4 Assign Planners to Alert Profiles (Optional)

UseTo link specific users to specific alert profiles, if you want to display the alert at interactive planning screen, you have to maintain the relationships. The planners are not able to see any alerts in Interactive Planning unless their SAP user ID is assigned to an alert profile.

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Transaction code /SAPAPO/SDPALPR

SAP SCM Menu Demand Planning ® Environment ® Current settings ®Assign Planners to Alert Profile

2. In the Assign Planner to Alert Profile window, you can assign each planner for specific alert profiles. Maintain value as table:


Comment

Plannr XXXX Planner user id

Planning Area YDP_PA

FCS profl. YDP_FC01 Forecast alert profile, if relevant

SDP Profl. YDP_SDP01 Supply & demand planning alert profile, if relevant

3. Choose Save.

3.6 Setting up Roles and Authorizations

PurposeThe SAP authorization concept protects transactions, programs, and services in SAP systems from unauthorized access. On the basis of the authorization concept, the administrator assigns authorizations to the users that determine which actions a user can execute in the SAP system, after he or she has logged on to the system and completed the authentication process.

To access business objects or execute SAP transactions, a user requires the corresponding authorizations, since business objects or transactions are protected by authorization objects. The authorizations represent instances of generic authorization objects and are defined according to the tasks and responsibilities of the employee. The authorizations are grouped into an authorization profile that is associated with a role. The user administrators then assign the corresponding roles using the user master record, so that the user can use the corresponding transactions for his or her tasks.

UseThis chapter describes the security roles and authorization set up required to support the Demand Planning scenario.

As described in the SCM Demand Planning BPD document, there are five SAP roles defined to support the process:

Local Demand Planner (AME Area) . This role is assigned to a sales/demand planner who is responsible for America region.

Local Demand Planner (APJ Area) . This role is assigned to a sales/demand planner who is responsible for Asia-Pacific, Japan region.

Local Demand Planner (EU Area) . This role is assigned to a sales/demand planner who is responsible for Europe region.

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Central Demand Planner . This role is assigned to a sales/ demand planner, responsible for the central demand plan. The central demand plan covers all the areas.

Demand Planning Administrator . This role covers the administrative functions to monitor and maintain the demand planning system with regards to data administration, master data maintenance and batch processes.

The Core Interface (CIF) Administrator role will be required in the DP scenario if the demand plan is going to be released to ECC. This role is not covered in this document.

3.6.1 Role OverviewModified versions of the SAP Standard delivered roles are used in this scenario in order to restrict to specific planning books and selection ID used in the demand planning scenario and to use the Business Intelligence (BI) authorization concept.

For more information on authorization objects relevant to Demand Planning, see the application help for Demand Planning:

http://help.sap.com/saphelp_scm70/helpdata/en/ed/f061c18ddd79448c49064f0e645725/frameset.htm

The table below lists the major access restriction for the different roles:

Business Role SAP SCM Role

Copy from standard role

Planning Area Accessible

Planning Book Accessible

Data View Accessible

BI Authorization

Local Demand Planner ( AME area)

YDP_IP_LOC_AME

SAP_SCM_FCS_PLN_STD

(Demand Planner Standard)

YDP_PA YDP_PB_LOCAL_PLAN

YDP_DV_LOC_ADJ

YDP_LOC_AME

Local Demand Planner ( APJ area)

YDP_IP_LOC_APJ

SAP_SCM_FCS_PLN_STD


YDP_DV_LOC_ADJ

YDP_LOC_APJ

Local Demand Planner

( EU area)

YDP_IP_LOC_EU

SAP_SCM_FCS_PLN_STD


YDP_DV_LOC_ADJ

YDP_LOC_EU

Central Demand Planner

YDP_IP_CTR_ALL

SAP_SCM_FCS_PLN_EXP (Demand Planner Expert).

YDP_PA YDP_PB_CENTRAL_PLAN

YDP_PB_MASS_JOB

* YDP_CTR_ALL

Demand Planning Administrator

YDP_MP_ALL_ADMIN

( YDP_IP_CTR_ALL is also assigned)

SAP_SCM_FCS_PLN_ADM

* * * 0BI_ALL

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3.6.2 BI Authorization in Demand PlanningBusiness Intelligence (BI) has its own authorization concept that differs in some details from the normal SAP authorization concept. You can use the BI authorization concept to restrict the ability to access specific characteristics or characteristic values in Demand Planning.

Since organizations are set up differently for each implementation and assignments of local planners are specific to the implementation, you may modify the authorization based on your realized organizational structure by following the steps mentioned below. This section describes how to create or modify the role based on the organization’s requirement.

3.6.2.1Authorization Relevant InfoObjects

UseWe only enable navigation attribute Area (attribute of characteristic Region) in the demand planning object structure for BI authorizations control. The authorization relevant flag need to be set up on the InfoObjects definition in the BI Administrator Workbench.

Procedure1. Access the activity using the following navigation options:


SAP SCM Menu Information Systems ® Business Information Warehouse ® Modeling ® Data Warehousing Workbench: Modeling

2. Choose InfoObjects in the left window.3. Expand the InfoArea Tree RDS Dem and Planning in the middle window.

4. Expand the InfoObject Catalog Char. Of RDS DP in the middle window.

5. Choose Characteristic Region in the middle window.

6. Choose the Attribute tab page in the right window.

7. If you are currently in display mode, choose Display <-> Change above to switch to change mode.

8. Find the row of attribute ZY93_BC09 (Area), and tick the field AuthorizRelevant.

9. Choose Activate to acitvate the infoobject.

If you need to enable the BI authorization control on a Characteristic, but not a Navigation Attribute, you can follow the same instructions mentioned above, the only difference are:

In step 7, choose the Business Explorer tab page.

In step 9, you do not need to find any row. Select the Authorization Relevant radio button.

If some objects are inactive due to this change, re-activate these objects.

In addition, other infoobjects are also required to be flagged as authorization relevant. In

standard delivered SAP, these objects are not flagged as authorization relevant, so you need

to change the following objects following the hits above.

0TCAACTVT - Activity in Analysis Authorizations

0TCAIPROV - Authorizations for InfoProvider

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0TCAVALID - Validity of an Authorization

You can find these characteristics under InfoArea Unassigned Notes and InfoObject Catalog

Unassigned Characteristics. By using Search in the middle window, you can locate the 3

characteristics mentioned above more efficiently.

3.6.2.2 Maintain Analysis Authorization

Use

You create four authorizations here to control the access to different Areas. The authorization

is assigned to different roles later.


Transaction Code RSECADMIN

SAP SCM Menu Advanced Planning and Optimization ® Demand Planning ® Environment ® Manage Analysis Authorizations

2. Choose Maintenance on the Authorizations tab page.3. Input the 1st authorization name YDP_LOC_AME in the field Authorization, and choose

the Create.4. On the next screen, input name YD_ LOC_AME in the field Short Text:5. Choose Insert Row. 6. Input 0TCAACTVT in the column Charact./Dimensions, then choose Enter.7. Repeat step 5 and step 6 to add Characteristic 0TCAIPROV and 0TCAVALID8. Select the all the 3 rows you have just inserted, and choose Full Authorizations (for these

3 characteristics, there is no restriction here).9. Choose Insert Row. 10. Use Selection help (F4) in the field Charact./Dimensions to choose InfoObject

ZY93_BC05__ZY93_BC09 (Area), then choose Enter.11. Select the row ZY93_BC05_ZY93_BC09 (Area), and choose Details.12. On the Value Authorizations tab page, choose Insert Row.13. Input or use the selection help to choose EQ in the field Operator and AME in the field

Technical Character.(from), then choose Enter.14. If there the Log Display window appears, choose Enter.15. Choose Back twice to return to the initial screen.

Use the copy function by choosing the pushbutton on the initial screen to create the other 3 authorizations YDP_LOC_APJ, YDP_LOC_EU, and YDP_CTR_ALL.Each time you have copied the new authorization, select the row ZY93_BC05__ZY93_BC09 (Area), and choose Details. On the new screen, change the field according to the table below:

Authorization name Intervals assigned for ZY93_BC05__ZY93_BC09 (Area)

YDP_LOC_APJ APJ

YDP_LOC_EU EU

YDP_CTR_ALL *

Save the new authorization each time you have finished the steps above.

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3.6.3 Authorization Role and Profile Generation

UseDifferent roles are defined for Local Planner, Central Planner, and DP Administrator in this section.

In the role maintenance transaction (t-code: PFCG), you can review the authorizations associated with this role:

Procedure1. Access the activity in SAP SCM system by navigating as follows:

Transaction code PFCG

SAP SCM Menu Tools ® Administration ® User Maintenance ®Role Administration ® Roles

2. On the Role Maintenance screen, enter the following value:

Parameter Value

Role SAP_SCM_FCS_PLN_STD

3. Choose Copy Role.

4. In the dialog box that appears, make the following entries:

Parameter Value

from role SAP_SCM_FCS_PLN_STD

to role YDP_IP_LOC_AME

5. Choose Copy All.

6. Choose Change for the newly created role and make the following entry:

Parameter Value

Description Demand Planning Local Planner – AME Area

7. Choose Save.

8. Choose the Authorizations tab page.

9. Choose Expert Mode for Profile Generation.

10. Choose Delete and Recreate Profile and Authorizations.

11. Choose ENTER.

If you cannot see the technical name of the authorization objects, choose the menu Utilities (M) -> Technical Name On.

12. Choose Manually to add new authorization objects.

13. In the Manual selection of authorizations box, enter the two authorization objects S_TCODE and S_RS_AUTH in the Authorization Objects area, then choose Continue (Enter).

14. In the authorization objects tree, expand the authorization you have just insert: Manually Cross-Application Authorization Objects (AAAB) Manually Transaction Code Check at Transaction start (S_TCODE) Manually Transaction Code Check at Transaction start (S_TCODE) ® Transaction Code (TCD)

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15. Choose the white bar of the authorization field Transaction Code (TCD).

16. In the Field values box, input SU53 in the ‘From’ field. In the second row, input /SAPAPO/MC62 in the ‘From’ field. Then choose button Transfer (Enter)

17. Now the yellow lights have been turned to green in front of these lines.

18. In the authorization objects tree, expand the authorization you have just insert: Business Information Warehouse (RS) ® Manually BI Analysis Authorizations in Role (S_RS_AUTH) ® Manually BI Analysis Authorizations in Role (S_RS_AUTH) ® BI Analysis Authorizations: Name of an Authorization (BIAUTH).

19. Choose the white bar of the authorization field BI Analysis Authorizations: Name of an Authorization (BIAUTH).

20. In the Field values box, input YDP_LOC_AME in the ‘From’ field. Then choose Transfer (Enter).

21. Now the yellow lights have turned to green in front of these lines.

22. Expand the tree: Standard APO Authorization Objects (APO). There are nine authorization objects with yellow light. And unter the tree Standard Basis – Central Functions (BC_Z), there are other authorization objects with yellow light . We need to expand them one by one and fill them with content as follows. Each authorization object can be maintained as in step 18 to step 20.

In the following table, (+) means adding the following content, and (=) means keeping the default value proposed by system. * means choosnig Full Authorization.

Authorization Object Field Name Content

C_APO_DPPR ACTVT (+)*APO_PROD (+)*

C_APO_FUN APO_FUNC (+)C_CHARCAPO_PAREA (+) YDP_PA

C_APO_IOBJ ACTVT (+)02,03

APO_IOBJNM(+) ZY93_BK07, ZY93_BK08, ZY93_BK09, ZY93_BK10, ZY93_BK11, ZY93_BK12

APO_PAREA (+) YDP_PA C_APO_LOC ACTVT (+)02,03,16

APO_LOC (+)*C_APO_PB ACTVT (+)02,03,16

APO_DVIEW (+)YDP_DV_LOC_ADJAPO_PLBK2 (+)YDP_PB_LOCAL_PLAN

C_APO_PROD ACTVT (+)02,03,16APO_LOC (+)*APO_PROD (+)*

C_APO_PROM ACTVT (+)02,03APO_PROMID (+)*

C_APO_SEL3 ACTVT (+)02,03,16APO_PAREA (+)YDP_PAAPO_PLBK2 (+)YDP_PB_LOCAL_PLANAPO_SELTXT (+)YDP_IP_LOC_AME

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APO_VERS (+)001C_APO_VERS ACTVT (+)02,03,16

APO_APKZ (+)AM,DP,MD,SNPAPO_KENN (+)*APO_MOD (+)000APO_VERS (+)001

S_APPL_LOG ACTVT (+)03ALG_OBJECT (+) APO_FCSALG_SUBOBJ (+)*

23. Choose Generate from the application toolbar.

24. In the Generate Profile dialog box, choose Generate.

25. In the window, keep the text proposed by system and choose Execute (Enter).

26. Choose Back twice.

27. Repeat these steps for the following values:

From Role To Role Role Description

SAP_SCM_FCS_PLN_STD YDP_IP_LOC_APJ Demand Planning Local Planner – APJ Area

SAP_SCM_FCS_PLN_STD YDP_IP_LOC_EU Demand Planning Local Planner – EU Area

SAP_SCM_FCS_PLN_EXP YDP_IP_CTR_ALL Demand Planning Central Planner – All Areas

SAP_SCM_FCS_PLN_ADM YDP_MP_ALL_ADMIN Demand Planning Administrator

For the roles YDP_IP_LOC_APJ and YDP_LOC_EU, they are quite similar with YDP_IP_LOC_AME, you can copy from YDP_IP_LOC_AME, and only modify the fields in Bold in the two tables below by choosing Change Authorization data on the Authorizations tab page.

Modify or add the authorization objects for the role YDP_IP_LOC_APJ according to the table below:


S_TCODE TCD SU53S_RS_AUTH BIAUTH YDP_LOC_APJC_APO_DPPR ACTVT (+)*

APO_PROD (+)*C_APO_FUN APO_FUNC (+)C_CHARC

APO_PAREA (+) YDP_PA C_APO_IOBJ ACTVT (+)02,03



APO_LOC (+)*

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C_APO_PB ACTVT (+)02,03,16APO_DVIEW (+)YDP_DV_LOC_ADJAPO_PLBK2 (+)YDP_PB_LOCAL_PLAN



C_APO_SEL3 ACTVT (+)02,03,16APO_PAREA (+)YDP_PAAPO_PLBK2 (+)YDP_PB_LOCAL_PLANAPO_SELTXT (+)YDP_IP_LOC_APJAPO_VERS (+)001

C_APO_VERS ACTVT (+)02,03,16APO_APKZ (+)AM,DP,MD,SNPAPO_KENN (+)*APO_MOD (+)000APO_VERS (+)001

S_APPL_LOG ACTVT (=)ALG_OBJECT (+) APO_FCSALG_SUBOBJ (+)*

Modify or add the authorization objects for the role YDP_IP_LOC_EU according to the table below:


S_TCODE TCD SU53S_RS_AUTH BIAUTH ZPDA_LOC_EUC_APO_DPPR ACTVT (+)*

APO_PROD (+)*C_APO_FUN APO_FUNC (+)C_CHARC

APO_PAREA (+) YDP_PA C_APO_IOBJ ACTVT (+)02,03



APO_LOC (+)*C_APO_PB ACTVT (+)02,03,16

APO_DVIEW (+)YDP_DV_LOC_ADJAPO_PLBK2 (+)YDP_PB_LOCAL_PLAN


C_APO_PROM ACTVT (+)02,03

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APO_PROMID (+)*C_APO_SEL3 ACTVT (+)02,03,16

APO_PAREA (+)YDP_PAAPO_PLBK2 (+)YDP_PB_LOCAL_PLANAPO_SELTXT (+)YDP_IP_LOC_EUAPO_VERS (+)001

C_APO_VERS ACTVT (+)02,03,16APO_APKZ (+)AM,DP,MD,SNPAPO_KENN (+)*APO_MOD (+)000APO_VERS (+)001


Modify or add the authorization objects for the role YDP_IP_CTR_ALL according to the table below:


S_TCODE TCD SU53S_RS_AUTH BIAUTH YDP_CTR_ALLC_APO_ADV ACTVT (=)

APO_PLBK (+)*APO_VIEW (+)*

C_APO_ADVN ACTVT (+)*APO_MAKRON (+)*

C_APO_AMON ACTVT (=)C_APO_ATP ACTVT (=)

APO_ATP_AR (=)C_APO_DPPR ACTVT (+)*

APO_PROD (+)*C_APO_FUN APO_FUNC (=)

APO_PAREA (+) YDP_PA C_APO_IOBJ ACTVT (+)*

APO_IOBJNM (+) *APO_PAREA (+) YDP_PA

C_APO_LOC ACTVT (+)*APO_LOC (+)*

C_APO_MAC ACTVT (+)*APO_MACRO (+)*APO_PLBK (+)*APO_VIEW (+)*

C_APO_MOD ACTVT (+)*APO_KENN (+)*APO_MOD (+)*

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C_APO_PB ACTVT (+)02,03,16APO_DVIEW (+)*

APO_PLBK2(+)YDP_PB_CENTRAL_PLAN, YDP_PB_MASS_JOB

C_APO_PROD ACTVT (+)*APO_LOC (+)*APO_PROD (+)*


C_APO_RES ACTVT (+)*APO_LOC (+)*APO_PLNR (+)*APO_RES (+)*

C_APO_SEL3 ACTVT (+)02,03,16APO_PAREA (+)YDP_PAAPO_PLBK2 (+)YDP_PB_LOCAL_PLANAPO_SELTXT (+)YDP_IP_LOC_APJAPO_VERS (+)001

C_APO_TSID ACTVT (+)*APO_STSID (+)*

C_APO_VERS ACTVT (+)*APO_APKZ (+)*APO_KENN (+)*APO_MOD (+)*APO_VERS (+)*

S_TRANSLAT ACTVT (=)TLANGUAGE (+)*TRANOBJ (+)*


Modify or add the authorization objects for the role YDP_MP_ALL_ADMIN, and add * to all the empty authorization fields.

ResultYou have generated all the authorization profiles needed for the scenario.

3.6.4 Creating SAP SCM Users and Assign Proper Roles

Use

You create four users here for different business role users. The access authorization is

controlled by assigning different roles to each user.

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Transaction Code SU01

SAP SCM Menu Tools ® Administration ® User Maintenance ® Users

2. Input User ID LOC_PLN_AME and choose Create.3. On the Address tab page, make the following entries:

Parameter Value

Last Name that is, Local Planner

First Name that is, AME

4. On the Logon Data tab page, make the following entries:

Parameter Value

Initial Password that is, testing01

Repeat Password that is, testing01 (as same as cell above)

5. On the Roles tab page, make the following entries:

Parameter Value

Role YDP_IP_LOC_AME

Valid from that is, date of today

Valid to that is, 31.12.2099

6. Choose Save, then you have created the user and assigned it with the role of the local demand planner - AME area.

7. Repeat the steps above to create the following users with a different role assignment according to the table below:

User ID Role Assignment

LOC_PLN_APJ YDP_IP_LOC_APJ

LOC_PLN_EU YDP_IP_LOC_EU

CTR_PLN_ALL YDP_IP_CTR_ALL

DP_ADMIN YDP_MP_ALL_ADMIN

ResultYou have created the necessary users and assigned the respective role for them.

3.6.5 Assigning User to Planning Book

UseYou need to assign the default planning book to each DP user. When a planner opens the demand planning desktop, he or she sees the planning book assigned to them. Note that you can assign only one planning book to a user.

You can restrict the users’ authorization so that they can only navigate to a specified planning book or a specific data view.

Procedure

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1 To access the activity, use one of the following navigation options:

Transaction code /SAPAPO/SDPPLBK

SAP Menu Advanced Planning and Optimization à Demand Planning à Environment à Current Settings à Assign User to Planning Book

2 Choose New Entries.

3 Change the following two lines, the first without the transaction code as shown in the table:

Name Trans. Code

Plng book Data view Specific book

Specific View

CTR_PLN_ALL YDP_PB_CENTRAL_PLAN YDP_DV_FC_REV

If you set an indicator in the Specific book column, the user whose name you have entered in the left column can only navigate to the specified planning book in interactive demand planning (the user can access all the data views for this planning book).

If you set an indicator in the Specific View column, the user you have entered in the left column can use this planning book and the planning view only and cannot navigate to other planning books and views in the interactive demand planning.

4. To restrict a person’s authorization (for example, for a local planner), so that they can only use planning book YDP_PB_LOCAL_PLAN and data view YDP_DV_LOC_ADJ, you have to maintain the table as follows:

Name Trans. Code

Plng book Data view Specific book

Specific View

LOC_PLN_APJ

YDP_PB_LOCAL_PLAN YDP_DV_LOC_ADJ

X X

5. Choose Save. If a system message appears, choose or create a customizing request and go back.

6. Repeat the same procedure for all other users.

3.7 Setting up Chart Engine (Optional)

PrerequisitesMake sure the business function SCM_APO_DP_SNP_CTM is activated.

3.7.1 Maintaining User Setting

UseHere you can specify which of the technologies, SAP Business Graphics or Chart Engine, you want to use by setting the relevant user parameter. Here you choose Chart Engine as default.


Transaction code SU01

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SAP SCM Menu Tools ® Administration ® User Maintenance ® Users

2. In the User Maintenance: Initial Screen window, enter user name, then choose Change.

3. Choose the Parameters tab page, and make the following changes:

Field Name User action and values Comment

Parameter ID /SAPAPO/SDP_CHART_V

Parameter value Do not maintain a value, or use any other value than CHART.

Parameter ID /SAPAPO/SDP_CHART_TB

Parameter value

X

To enable chart engine customizing tool bar displayed in interactive planning screen.

4. Choose Save.

3.7.2 Maintaining Chart Setting

UseThe chart is user-specific, planning book-specific, and data view-specific. Here the user configures the chart as he or she wants, including in which planning book or data view to show chart, display which key figures, in which chart type, and so on.


Transaction code /SAPAPO/SDP94

SAP SCM Menu Advanced Planning and Optimization ® Demand Planning ® Planning ® Interactive Demand Planning

2. In the Interactive Planning window, choose Planning Book YDP_PB_CENTRAL_PLAN, and chooseData View YDP_DV_HS_ADJ.

This is just an example. So you can maintain the chart setting for other planning books and data views as desired.

3. In the Selection Profile section, chooseYDP_IP_CENTRAL_ALL.

4. In the Selected Objects section, choose Select all.

5. In the Header section in the work area, choose Load data.

6. In the Header section in the work area, choose Switch to table/graphic mode, then choose Switch to live/design mode

7. In the Planning Book: [Design] window, choose Switch Graphic Settings, a setting dialog box appears.

8. Choose the Overview tab page, expand the node Series, and make the following settings for each key figure:

Key Figures Setting User action and values

Corrected Sales History Visibility X

Chart type Lines

Historical Sales Correction Visibility X

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Chart type Columns

Historical Sales Override Visibility Not checked


Visibility Not checked

Sales Quantity 1 Visibility X

Chart type Lines

9. Choose Set Horizon, from the context menu. You can choose set or choose the start and end period of the chart. For example, you can choose 24 periods here.

10. Choose Set Value Scale, in the Set Minimum and Maximum dialog box, choose Automatic Minimum and Automatic Maximum. Then choose Continue.

11. Choose Save Graphic Settings.

12. Choose Define Layout. On the Layout Definition screen, choose Table, Graphic in the Container One section. Choose Vertically in Arrangement of grid and graphic section. Then the table and the graphic are both displayed on the interactive planning screen. Choose Continue.

13. On the Planning Book: [Design] PLANNING BOOK FOR CENTRAL PLANNER / HISTORICAL screen, choose Save. In the Confirmation Prompt dialog box, choose All Functional Areas, then choose Save.

14. Choose Switch to live/design mode to go back to live mode.

15. Repeat the steps for other planning books/data views.

3.7.3 Central Maintaining and Copying Chart Customizing

UseSince the chart customizing is user-specific, planning book-specific, and data view-specific, the user can delete the selected chart customizing by choosing specific planning book and data view with this activity. The chart customizing can also be copied to other users by this activity.


Transaction code /SAPAPO/SDP_CHART

SAP SCM Menu Advanced Planning and Optimization ® Demand Planning ® Environment ® Current Settings ® Maintain Chart Customizing

2. In the Maintain Chart Customizing window, choose the Planning Book YDP_PB_CENTRAL_PLAN, Data View YDP_DV_HS_ADJ.

3. Choose Interactive Planning in the Application section.

4. If you want to delete the chart customizing, then choose Delete Chart Customizing in Choose an Activity section.

5. Choose Execute. The customizing for this planning book and data view is deleted.

6. If you want to copy chart customizing to other users, choose Copy Chart Customizing in the Choose an Activity section.

7. Enter or choose the User in the Source User section.

8. Enter or choose the User in the Target Users section. The target user can be more than one user.

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Documents

SCM7 DP Config Guide